Oracle Territory Manager User Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Territory Manager

Overview of Oracle Territory Manager

      Sales Territories

      Non-Sales Territories

Oracle Territory Manager Features

Oracle Territory Manager Integrations

Common Concepts

      Usages

      Matching Attributes

      Territory Hierarchies

      Winning Territory Rules

      Territory Types

Multi-Organization Access Control

Enabling Matching Attributes

Creating Territory Types

Oracle Territory Manager Business User Flows

Territory Administration Business Flow

Sales Self-Service Business Flow

Administering Sales Territories

Named Account Creation Flow

Adding Named Accounts

Mapping Customer Name and Postal Code Matching Attribute

Named Account Spreadsheet

Monitoring the Named Account Setup Process

Sales (Non-Named Account) Creation Flow

Non-Named Account Territory Spreadsheet

Administering Non-Sales Territories

Non-Sales Creation Flow

Territory Spreadsheet

Managing Territories (Sales Manager)

Overview of Managing Sales Territories

      Named Accounts

      Overview of Geographic Territories

Viewing Your Named Accounts

Searching for a Named Account

Using Advanced Search

Assigning the Sales Team to Named Accounts

Exporting Named Accounts to Microsoft Excel

Uploading Named Accounts from Spreadsheet

Transferring Named Accounts

Creating a Named Account Territory Alignment

Assigning Named Accounts for an Alignment

Comparing Alignments

Activating a Territory Alignment

Creating a Geographic Territory

Reviewing Your Account Assignments

Spreadsheet, Searches, and Reports

Prerequisites for Using Web ADI

Using Spreadsheet

Sales Team Search

Territory Search

Territory Definition Report

Territory Changes Report

Overlapping Named Account Territory Report

Glossary

Index