A user can create a territory that includes institutions of a specific type or contains specialists of a selected specialization.
To do this:
Enter drawing mode by clicking the pencil icon (
).
From the drawing options list, select any geographic parameter.
Activate the "Split venue" option.
Choose the Institution Type (Company type) and/or Specialist Specialization.
Institution Type — the territory will be divided so that each division contains at least one institution of the specified type.
Specialization — the territory will be divided so that each division contains at least one specialist with the specified specialization.
Click the Preview button and then Accept.
In the summary table, select the user to whom the territory will be assigned and click the pencil icon.
Left-click on the territory to assign it to the selected user.
Save the changes by clicking the Save button.
Note:
If you need to cancel the selected area, click the Cancel Changes button.