Territory Management, Team Selling, and Member Reassignment Features and Functions

• Sales territory administration, analysis, and maintenance


• Sales territories can be organized based on geography, industry, product, or other customizable criteria


• Automatic opportunity record assignment to appropriate sales professional based on user-definable rules


• Automatic notification of the new opportunity to the assigned sales professional


• Automatic scheduling of a follow-up activity to the assigned sales professional


• Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another


• Opportunity record reassignments can be rolled back


• Automatic creation of opportunity ownership history records whenever opportunity records are reassigned


• The sales team members and the "roles" they play in the selling process can be associated with (hyperlinked to) an opportunity record


• Team members can be added, removed, or replaced on multiple opportunity records on a single pass


• The level of access that team members have to an opportunity record can be defined