In Marketscape CRM, a "View" is a collection of filters and settings that defines which metrics are visible in the table for a specific tab (Accounts, Contacts, or Referrals) and how the table is displayed, e.g. order of columns and sorting.
One "View" that is valuable for understanding referral patterns is a view that limits entries in the table to referrals aligned to a single, specific sales territory.
In your company's sales territory hierarchy, sales territories might be called branches, offices, counties, or teams. The example below is from a company that uses "Sales Territory" to define their sales territory.
In this article
This article will show you the View settings required to display referrals aligned to a single sales territory.
In your company's sales territory hierarchy, sales territories might be called branches, offices, counties, or team. The example below is from a company that uses "Sales Territory" to define their sales territory.
All views are created in a similar manner. For a quick primer, our Creating New Views article walks through all the steps in detail. The process outlined below only highlights the two steps needed to create the "View" that contains all referrals for a specific sales territory.
The view we are about to create is specific to the Referrals tab. You could follow similar steps to create a "View" that shows all accounts in a specific sales territory or all contacts in a specific sales territory on the relative tabs,
Creating a sales territory specific View
If you duplicate a view that already specifies the metrics you want to display in the table, you will only need to change settings in Step 1 and Step 4. Otherwise, you will need to set up all steps.
Step 1 - Create a name that identifies the sales territory for easy identification.
For this example we named our "View" All Referrals - Hburg/York since our sales territory is the area around Harrisburg and York, PA.
Step 4 - Set an advanced filter criteria
- The Field will be whatever your sales territory hierarchy names Tier 1 in your settings. In our sample company, they are called "Sales Territory."
- The Operator must be "equals."
- For Value we select the sales territory we want to display in our new view.
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