Checking Customer Assignment by Zip Code

MarketTime offers the ability to check Salesperson assignments based on Zip Code in a variety of locations, to assist you in helping your customer locate their Salesperson.

What you'll learn

• How to find Salesperson assigned by searching by Zip Code

TABLE OF CONTENTS

• View Customers Screen
• Customer Assignment Screen
• Salespeople Screen
• Divisions & Territories Screen

The basic functionality of this feature is the same, regardless of the location it's accessed from.

    1. Click the Check Assignment button

    2. Search for a Zip Code

View Customers Screen

On the View Customers screen (Customers > View Customers in the Navigation Menu), the Check Assignment button is found at the top of the screen:

Customer Assignment Screen

On the Customer Assignments screen (Customers > Assignments in the Navigation Menu), the Check Assignment button is found at the top of the screen:

Salespeople Screen

On the Salespeople screen, the Check Assignment button is found at the top of the screen:

Divisions & Territories Screen

On the Territories tab within the Division & Territories screen (Maintenance > Divisions & Territories in the Navigation Menu), the Check Assignment button is found at the top of the screen: