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MarketingPilot CRM - Territory Management

MarketingPilot makes it easy to create and manage territories:

  • Assign Clients and Prospects to Reps or Teams.
  • Security controls let you give reps access to leads in their own territories only and to manually share specific leads with other users.
  • Route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.

 

CRM Features
MarketingPilot CRM features are included in all editions of MarketingPilot AMS and MarketingPilot.
- Alerts
- Analytics

- Approvals
- Calendars
- Case Management

- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions

- E-mail
- Estimates
- Events & Registration
- Financial Management
- Lead Management

- Marketing
- Opportunity Management
- Reports
- Scheduling
- Social CRM
- Territory Management
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