A Geographic Territory allows you to define a reusable, custom geographic filter to use when building Lists in InsideView Sales. You can define your geographic territory by any combination of states/regions, postal codes and area codes (options vary depending on which country you choose).
You can create a Geographic Territory from either the Company List or People List tab in InsideView.
|1||Go to the List Building page||
Go to InsideView CRM View and then click Build a List.
In the InsideView Web View interface, click the Build a List link
|2||Add a new Geographic Territory||
On the Build a List page, under Location, click New Geographic Territory.
|3||Name the new Geographic Territory||
On the Geographic Territory page, in the Name box, enter a name for your custom geographic territory.
|4||Select the country||Click the name of the country to which the geographic territory you are creating belongs: USA, Canada or UK & Ireland.|
|5||Select the region||Click a region on the map to add it to your territory. You can also add zip/postal codes or area codes of the regions you want to include in your territory.|
|6||Unselect the unwanted regions||To remove a region from the selection, click the name of the region in the Selected Areas box and click Remove.|
The geographic territory you create is updated in the Location list, on the Build a List page.