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> >I looked at it and I do not have a clue how it works. > Hi, the territory organizer is divided into three areas: 1) Territories 2) Publishers 3) Management of Territories/Publishers This is the normal flow if I was going to use the program: 1. I create a new territory (Ex. "Blue Lake Homes") Use the "New territory" button to do this. 2. I add homes to the territory I just created. Use the "Edit Territory" button to do this. Now I decide I want to assign this territory to a publisher. I do the following: 3. I create a new publisher. Use the "New publisher" button to do this. 4. And finally I assign the territory to the publisher that I just created. Use the "Check-out territory" button to do this. Now I decide I want to see who has what territory. I do the following: 5. I bring up the territory report. Use the "Analyze territory" button to do this. Finally someone returns a territory to me and the territory is no longer assigned to that person. I do the the following: 6. I check the territory back in. Use the "Check-in territory" button to do this. This is the basic cycle. You can also do additional things such as printing the territory.
> >How do I create and add a map to the territory? > As far as creating maps, I usually like mapquest. Here is one way of doing it: 1. Open Internet Explorer (or your favorite web browser) 2. Go to mapquest.com 3. Find and size the map you want for your territory area. You can use the zoom feature to get the size you want. 4. Press ALT-Print Screen (the two keys at the same time). 5. This will copy the map image to your clipboard. 6. Open up microsoft paint. 7. Crop out the area that you dont need. 8. Save it as a png file into a common folder. (I recommend c:\terrmaps) Now you can point to that map from the program: 1. Open the territory organizer program. 2. If you are creating a new territory, click on "New Territory". If you are opening an existing territory click on "Existing Territory". 3. Click on "Edit Territory". 4. Click on the "Picture" buton. 5. Click on the link next to "Current Picture". 6. Go to the folder where you stored the pictures (c:\terrmaps in the example above) 7. Select the territory map picture you saved from mapquest. Now anytime you bring up that territory and click on the "Picture" button, it will have that map shown.
> >I need this program in MAC as our territory brother only uses mac. any help??? > Hello, that is no problem. MAC now supports WINDOWS programs. He needs to install the MAC program that allows you to run WINDOWS programs. The name of the program is "VMware Fusion". If he does not have it installed on his MAC, he can get it from the VMware Website. The latest version is available at: http://www.vmware.com/products/fusion/ These would be the installation steps: 1. Install VMware on the MAC (If not already there). 2. Install Microsoft Office or Excel for WINDOWS any version including 2010 onto the VMware. (Note: This is not the same as Microsoft Office for Mac) 3. Install the Territory Organizer Program. Click here for the territory organizer installation instructions.
Hope this helps, Support Team HOME