I want to know what are the territory Management functionalities in BPMOnline
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22:17 Aug 02, 2019
Hi!
It depends on your business task. If you are asking how different departments can be handled then it is usually done via organisational and functional roles. If this is not what you are looking for - please specify your task
Best regards,
Angela
17:32 Jan 29, 2022
Hi Shammi,
You can use the Territory Management functionality available in a tool called Mapsly (available in Creatio Marketplace). You can draw territories by hand or use geo-library to select geographies such as zip codes, counties, states, etc. Mapsly can automatically assign records to your territories and save the assigned territories to Creatio in real time.
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