How do I set up a region and assign it to a regional manager?

Last Update: June 2024

ConnectSx allows you to create regions to track your sales. You’ll create Regional Manager users, then create your regions and assign each region a regional manager. When you create your region you’ll assign which states are part of the region. Then when you pull your sales reports you’ll be able to use the Region column to analyze your sales by region.

1. First you’ll need to create a Regional Manager for your region. To create a regional manager user, check out this article.

2. Navigate to the Directory → Regions section of the console.

3. Click “+ New Region” in the upper right corner.

4. Next, enter a name for your Region

    

   

5. Then select the Regional Manager assigned to this Region.

6. Add the states included in this region.

7. Click “Create”

Assign your region to your users

1. Navigate to the users screen

2. Open the detail screen for a user

3. Select a region for that user

4. Click Save