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Applying ramp schedules

You can apply ramp schedules to your seller assignments to onboard new sellers to your organization.

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

  2. Click the Territory view.

  3. On the battle card canvas, select a battle card.

  4. In the data tray, click the Seller assignment tab.

  5. Double-click in the territory row that you want to edit.

  6. In the Ramp column, select a ramp schedule from the drop-down list.

    Tip

    Click the information icon information.svg next to the Ramp column header to view your available ramp schedules. A dialog opens to show you your schedules and their monthly breakdowns so that you can make an informed decision.

  7. Click anywhere outside of the territory row to exit edit mode and save your changes.