Territory Management
This section describes how to set up territories in QAD Customer Relationship Management (QAD CRM). It discusses the following topics:
OverviewDescribes how territories are managed.
Define TerritoriesExplains how to define a territory with the Territory Manager.
Reassign TerritoriesExplains how to reassign territories and profiles.
Overview
Account managers who are responsible for marketing products operate in certain geographic locations or for certain industries or with a certain group of customers. Such criteria that define a range of profiles are referred to as territories.
A territory that is a geographic location can be represented by a zip code or post code, region, county, state, and so on. Different types of industries are represented by standard industry codes (SIC).
Profiles that exist within a specific territory can have an internal account manager as well as an external account manager. An internal account manager manages the account for the profile off-site; the external account manager visits the profile site.
Using the territory management features in the Territory Management component lets you manage details of your territories. These territories are used in modules that manage or require details of account managers, such as the Marketing Management module.
Using the Territory Management module you can:
• Define territories and assign them to account managers.
• Reassign territories to account managers.