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Adding comments about territory management

You can add comments about territory management. Depending on how contributor permissions are set up, contributors may be able to view and edit account, territory, and seller quotas for the territories that they own. Using this tool, administrators and contributors can collaborate on territory management.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Manage tab to open the manage version of the planning cycle.

  3. Click Manage on the battle card that contains the territories you want to comment on.

    Note

    Contributors can only view territories that they own. If they don't own any territories within a battle card, it is greyed out and there is no option to expand it.

  4. Click the Comments icon notebook.svg.

  5. Click the Add comment icon add-comment.svg.

  6. Type your comment into the text box, and then click Comment.