The Door to Door Sales Assignment application can be used by sales managers to batch assign work to sales staff in the field. Once an area has been assigned, the new assignments are immediately available to sales staff in the field.

Door to door sales assignments app

To configure the Door to Door Sales Assignment app, complete the following steps:

1. Create a new app with the following settings:
   • Name: Door to Door Sales Assignment
   • Description Application that can be used by sales managers to assign door to door sales opportunities.
2. Update the app's theme and other general settings to your preferences.
3. Update the map by selecting the Door to Door Sales Assignments map.
4. Add and configure a Batch Attribute Editor widget using the following settings:
   • Widget Name: Sales Assignments
   • Selection Type: Select by Area
   • Layer to update: Customer Locations
   • Field to Update: Assigned To
5. Save the changes and share the map with your sales managers.