When you have the FieldInsight Area and Division features enabled, your Schedulers and Senior Scheduler will be able to assign a Quote to an Area and a Division. However, prior to assigning, you have to
then, create your list of Areas and Divisions drop down selections.
MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A QUOTE
WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?
The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:
on the Staff individual page
LINKING A QUOTE TO AN AREA AND TO A DIVISION
Once the Area and the Division drop down selection are setup, simply scroll to the Quote's "Area" and "Division" drop down and choose the correct option where the Quote belongs.
Any update you made on the Quote auto-saves so the next time you or someone opens the same Quote, they will see the last selections and updates made by the last-touch-scheduler.
How to filter search a Sales Performance based on the Area and on a Division?
How to filter search a Staff based on the Area and on a Division?