The objective of the territorial sectorization is to create areas of operations and assign agents to these areas. To enable the sectorization of the territory, just follow the steps below:
Note : For users with multiple sites, make sure you have selected the site for which you want to activate the sectorization by checking in the site picker in the top left-hand corner of the screen.
- Go to the “Settings” module.
- Click on the “Sites settings” tab in the sidebar.
- Check the box “Enable sectorization” in “General settings”.
- Click on the blue “Save” button to save changes.
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