Editing a Territory Code

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the CRM list, click the Profile link and select Territories from the drop down list.

   
   

   Configuration Quick Links screen

3. The Territories screen will appear.

   
   

   Territories screen

4. On the Territories screen, fill out the appropriate fields and click the Go >> link.
   The Territories screen will appear listing the generated search results.

   
   

   Territories screen

5. Click on a Code.
   The Territories screen will appear.

   
   

   Territories screen

6. On the Territories screen, you may edit any of the available fields within the selected territory code.

7. Click the Save button to save changes made to the territory code.
   - or -
   
   Click the Save & Next button to save any changes made to the territory code and continue to the next territory code on the list.