Territory Management

Sun Bear automatically assigns leads to channels based on territory rules. Leads are automatically distributed and recipients notified via e-mail. With the territory management capabilities in Sunbear, you can easily define, administer, analyze, and change sales territories to match your sales organization.

• Managers may view the leads of all sales people in their territory as well as receive relevant notifications such as new lead, leads requiring follow-up, etc.
• Define sales territories with multiple hierarchical levels such as EVP, VP, Director, Manager, etc.
• Leads can be assigned by geography, product interest, campaign, etc - in fact any information stored in the database.
• Easy to use territory administrative tools allow users to map sales territories and sales hierarchies .
• Easily re-assign prospects from one sales rep to another when your sales team goes through a reorganization or you hire new reps.

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