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Create or Edit a Sales Region

Last Updated: Dec 20, 2017 03:36PM EST
A sales region in PestPac Lead Management is a label to help assign leads and measure performance. Sales Regions are usually geographic and are required to be tied to a PestPac Branch. You can create multiple Sales Regions in your Marketing Area.
 
To create a Sales Region:

1. From the menu, click Settings --> Sales & Marketing Settings.

 
 

Then go to section Lead Management and click "Sales Regions."
 


2A. Click “Add Sales Region”.


 
 
2B. Or, if editing a Sales Region, click the pencil symbol.

 

3. Name your Sales Region (required).

 
 

4. Choose the Branch you want to include (required).


 
 
5. Choose the Marketing Area you want to include (required).


 
6. Click “Save."

 

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