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Equipment CRM - Additional Tools
Territory Changes
An overview of the Territory Changes screen in SalesLink - Sales Rep.
Introduction
Territory Changes are changes made to a Saleslink Rep’s Territory, which displays “Added” or “Removed” accounts from a Rep’s Territory (customer list). To access the Territory Changes page, navigate to Customers → Territory Changes in the top menu:
The date will update daily to current day and will reflect any “Territory” changes in the month date range shown on the report:
