Postcode/Territories

Postcodes and Territory information is defined in this section.

 

Add New

New postcodes can be added by clicking "Add New" button in the top right.



Fill in necessary information then click Submit to save.


Filters

Use the Add Filter button to select filters to apply to the table. Once appropriate filters have been selected, click Apply to apply see the results.

Clear button will remove any applied filters and show all entries

Save button can be used to save a set of filters for later use. Click Save after defining filters and enter name of the filter set. Saved Filters can be applied from the 'Saved Filters" button.

 

Export

Postcode lists can be exported as CSV from here. You can optionally enter name for Template or Filename then select what information is shown in the export. Once completed, click submit to generate CSV. 

 

 

Actions

From Actions, you can either Bulk Assign territories or bulk assign Consultants and Mentors to selected postcodes.





 

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