How do I create High Level Domains?
Overview:
The high level domain includes territories and locations which are subdivisions of the Company. These are optional and in some cases may be pre-populated based on the database setup.
Requirements:
- Territory and Location information
Process:
Creating a new Territory
- Click the ellipse
to the right of the Territory within the Domain Picker
- In the New Territory dialog, enter the name of the territory.
- Click OK.
Creating a new Location
- Click the ellipse
to the right of the Location within the Domain Picker
- In the New Location dialog, enter the name of the location
- Click OK.
NOTE: You will still be responsible for moving Growers into the desired Territory and /or Location after they are created.
Related Articles:
What is the Domain Picker?
How do I create a Grower?