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
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:
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