Overview

In Marketscape CRM, you have the ability to assign a user to a specific sales territory and you can assign a user as a manager of a sales territory. As these two different tasks imply, you would choose to assign a specific user in either of these ways depending on the person's role and what they need to accomplish. A comparison of users in these roles can be found below.

Background

When your company was first set up with Marketscape CRM, a sales territory hierarchy was set up. This is an internal organizational structure used for management and reporting in the CRM. This configuration in the CRM will likely be similar to your company's organizational or regional structure.

The image below shows a simple configuration.

- two items

1. To find how your company is set up in Marketscape CRM, click the links as indicated by the numbers; settings, then Sales Territory Configuration. The structure will appear in the table
2. The bottom row - Tier 1 - is the "sales territory" in question for this article. Notice that, for the company in the image, their sales territory is identified as an "Office." Some companies use "Branch." This is a custom naming convention that you can change by clicking on "Edit" in that row.

 In this article

• Comparison of the two "roles"
• How to Add a User to a Sales Territory
• How to Add a User as a Sales Territory Manager

Comparison

When trying to decide if a user should be assigned to a sales territory or should be assigned as a sales territory manager, it is important to focus on the tasks that user is trying to complete. The table below details some of the major points of each: 

Feature	Assigned to Sales Territory	Assigned as a Sales Territory Manager
User is included in territory reports
User is able to see another user's calendar
User needs to see referrals, as set by role management
User has an account executive role
User has a region manager role
Ownership approvals: Expenses Referrals Accounts Contacts

How to Add a User to a Sales Territory:

• Log into Marketscape CRM on the web.
• In the top right corner of the page, click the "Settings" button.
• Click on the Users link on the left side of the page.

• When the list of user appears, click Edit next to the user you'd like to update.

• The user's profile will appear and on the right a dropdown box will appear that says whatever term was chosen when the sales territory hierarchy was set up. In this case, the sales territory is connected to a specific "Office."
• Select the sales territory from the list below.

How to Add a User as a Sales Territory Manager

• Log in to Marketscape CRM on the web.
• In the top right corner of the page, click the "Settings" button.
• Click on the Sales Territory Management link on the left side of the page.

• When on the Sales Territory Management page, click "edit" next to the territory the user will manage. 

• Under the title, "Office Manager View", click the "Add User" link.

• A pop-up box will appear to allow a user to be selected.
• Once the user is selected, click the "Save" button at the top of the page.