What features in RouteIQ support better territory management?

What features in RouteIQ support better territory management?


Info

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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