PestPac Lead Management allows you to define the structure of your sales team for your operations. Specific information includes:
Your Marketing Area is the geographic region (or regions) where you provide service to your customers.
Sales Regions are sub-sections of your marketing area(s). Sales Regions are required to be associated with a PestPac branch. You can create multiple Sales Regions in each Marketing Area, but they should be 1:1 with your branches.
Sales Roles are named positions that you can provide for your sales team. Usually, Sales Manager and Salesperson.
So, it goes: Marketing Area > Sales Region > Sales Role.
Individual sales users can then be assigned to one or more sales regions from the Employee Lookup Table.