Territory (Customer Search)

An overview of the tools available from the Territory menu in Customer Search.

My Requests

Requests are changes to a customer’s information, including adding equipment, assigning a customer, adding influencers, etc., that are sent to their assigned SalesLink Administrators (or branch administrators or gatekeepers) to make the change in DBS or in SalesLink. 

Click the My Requests link under ON THE GO in the top navigation bar. The My Requests page displays.

This page displays a table detailing all currently open requests, organized by Date, Customer Name, Customer Number, and Request Type.

Use the Request Status drop-down menu at the top right to view requests with other statuses:

• New Requests
• Done Requests
• Hold Requests
• Invalid Requests
• Follow-up Required
• Follow-up Completed
• Done and Copy to another
• Push to DBS

To export the table to an Excel spreadsheet, click the Export link at the top right of the page.

Advanced Search

To run an advanced search for customers or prospects, click the Advanced Search link under On The Go in the top navigation bar, or click the “Adv. Search” button in the regular Search toolbar. This will display the Advanced Search – New Query page.

To run a new query:

1. Select all parameters you want to search by in the New Query form.
2. Use the “Display results as” options at the bottom of the screen to select how you want to display your results. Depending on the option selected, additional filtering options may appear.
3. Click the Run link at the bottom left of the page. Your results will display in the manner you selected.
4. Click the Reset link if you want to return all search parameters to their default settings.

You can also click the Export link if you want to export your results into an Excel spreadsheet.

To save a query:

1. Click the Save Query As link at the bottom right of the page.
2. Enter a Name for your query.
3. If you want to share your query, click the Change link and select users to share with from the list.
4. Click [Save].

Click the tabs at the top of the page to view Favorite Queries, My Queries, Shared With Me, and Public Queries. Click the Run link to run one of these queries, or [Export] to export the results of a query to an Excel spreadsheet.