What features in RouteIQ support better territory management?
Territory management in RouteIQ is enhanced with features like:
Geographical Visualization: View CRM data by zip code, city, state, or custom regions.
Segmentation: Filter records by sales stage, industry, or support status for targeted visits.
Field Agent Allocation: Assign agents based on workload, skill set, or location proximity.
Visit Frequencies: Customize visit cycles (weekly, monthly, etc.) per client or region.
Heat Maps: Identify under-served areas or overworked territories visually.
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