Manage the territorial sectorization
Is the departure address of your agents different? Is your staff regular? You want to assign your agents to sectors. To set up 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.
Add a new sector plan
Note: The application days of the plan must be different when you add several sector plans. It is not possible to create several sector plans with the same application days. For example, if you have a “Sector Plan A” with the application day “Monday”, you cannot create a “Sector Plan B” with the application day “Monday”.
Manage the sectors of sector plan
Assign the agents to sectors
Note: The same agent can be assigned to only one sector. For example, Agent 1 cannot be assigned to “Sector A” as well as “Sector B”.
Edit the sector
Note: The sectorization of the territory must be carried out according to your history of operations. Indeed, sectoring the territory sometimes requires the involvement of several agents to carry out interventions that would have required only one agent without sectoring.
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