Geopointe Assignment Plans allow you to create geographic areas and automatically identify the records that fall within them. Every Assignment Plan consists of Assignment Areas where you can manage and assign territories to users.
Assignment Areas can help you:
• Identify which person or group of people (e.g. office, service location) will handle a record.
• Know which area-specific rules/processes apply to that record.
• Use area-specific information to enhance your business/organization decisions and processes.
Organizations are provided 10 Assignment Areas with the purchase of Geopointe. Any additional areas must be purchased as an add-on.
For more information on Assignment Areas contact our team today!