Locations having multiple agent groups

Gersy
Tera Contributor

Hi,

 

I am in the data stage of implementation and hoping someone can point me in the right direction on the location parent. We have multiple locations, currently with Regions 1-10 set as their parent. However, the difficulty is that not one signle group of agents will service a region, there are two groups of agents, which may span one or more parents.

For example:

Venue A through D has Region 1 as their parent, and we need agent 1 to cover two of the venues and agent 2 to cover the other two.

Venue E through H has Region 2 as their parent, and we need agent 2 and 3 to cover two of the venues and agent 4 and 5 to cover the other two.

Venue I through L has Region 3 as their parent, and we need agent 5 and 6 to cover two of the venues and agent 6 and 7 to cover the other two.

Is there an easy way to set this up? All I can see in the data tables is setting a parent and having an agent group servicing that parent - sadly our agents will need to cross parents.

6 REPLIES 6

and that's fine, you can use agent membership for that Add agents to a territory

davidbuesch
Tera Contributor