I learned today, that when I have a REP all signed on in my LEADS section - I should not appoint them until I have assigned their territory - otherwise it will involve my Area Sales Leader having to phone or email round to sort it out afterwards!! (oops! and thankfully she is very forgiving!)
What I should have done was to log in before I had clicked "appoint" on said Rep from my Leads section or during that same hour or so would have been ok.
And then in My Team Office, I click on Spatial Mapping Application (SMA) and look on Territory, Click REQUEST TERRITORY putting in their name and postcode to find and assign an area.
SIMPLE REALLY - or could've been had I not ran before I could walk!
