Hello,

I am seeking clarification on a specific functionality within Sage X3, which I have noted is a feature in Sales 500. My query pertains to the implementation of sales territories management, or alternatively, a customer portfolio management system – both of which I believe could provide similar solutions in terms of functionality.

In Sales 500, there is an efficient feature that allows the association of sales representatives with their customers through a portfolio management system. This method is particularly effective as it eliminates the need for manually updating each customer record within a portfolio whenever there is a change in sales representatives. I am interested in finding out if Sage X3 has a similar functionality, whether under the guise of sales territory management or through a customer portfolio system.

Specifically, I am looking for a way to:

1. Define Sales Territories or portfolio management: does Sage X3 support a system for managing sales territories or a customer portfolio that links representatives to customers, thereby reducing the need for manual updates in customer records during changes in representative assignments?

2. Automated Updates for Representative Reassignments: In cases where sales representatives are reassigned, is there an automated process within Sage X3 for updating the associated customer records in their territories or portfolios?

3. Documentation or Guidelines: If such features are available, is there some documentation or guidelines on how to implement this in Sage X3?

Thank you very much, have a good day !

Lionel