Territory Configuration (Complex)

Complex Territory Configuration allows for a choice to go to any of the next chronologically available territories. In other words, the Territory Configuration window includes an additional column called Next Level. Your choices are to assign a counselor to a territory value OR go to the next level indicated in the Next Level column.

 

The system receives a message to assign a counselor by the *ALPHA ranking. The Territory Configuration window indicates that candidates with a last name beginning with the letter S are to go to the next level which is *ZIP (ZIP Code). Therefore, the system will try to assign a counselor to Anne Smith using the *ALPHA level. Since there is no counselor default, it goes to the next level and assigns a counselor using the *ZIP configuration.