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

• Sales territory administration, analysis, and maintenance


• Organization of sales territories based on geography, industry, product, or other customizable criteria


• Automatic assignment of opportunity records to the appropriate sales professional based on user-definable rules


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


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


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


• Roll back of opportunity record reassignments


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


• Association (hyperlinking) of sales team members and the roles they play in the selling process with opportunity records


• Addition, removal, or replacement of team members on multiple opportunity records on a single pass


• Definition of the level of access that team members have to an opportunity record