Geo Regions
  • 11 Mar 2024
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Geo Regions

  • Dark
    Light
  • PDF

Article summary

Geo Regions help you define areas for your salesman.
Geo regions also help you to see where you work the most with the billed out report.

Geo Regions on Desktop

Manage Geo Regions by going to File->List Management-> Geo Regions

To define a Super Geo Region go to Super Geo Region.

A Super Geo Region will include multiple Geo Regions,

 an example of this could be a District or Territory your company has defined.

Then add the Geo regions by going to-> Geo Region and assigning them to a Super Geo Region if desired.

Run a Billed out report to see where you have the most work by going to:

Reports-> Billed out-> and using Geo Region or Super Geo Region in the drop down list.


Geo Regions on Portal

Manage Geo Regions by going to More ->List Management-> Geo Regions


To define a Super Geo Region go to Super Geo Region.

A Super Geo Region will include multiple Geo Regions,

 an example of this could be a District or Territory your company has defined.


Then add the Geo regions by going to-> Geo Region and assigning them to a Super Geo Region if desired.