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How do I add Territory in Call Logs?

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Updated on June 26, 2020 03:52AM by Admin

  • Select the Call Logs activity from the left navigation panel of your Apptivo Home page.
Home Page

  • Click on the “More” icon and select “Settings” located in the App header bar.
App Header

  • Go to Customize App → Master Layout from the Settings page.
Settings

  • The Master Layout page will appear. Switch to the Hierarchical View.
Master Layout

  • Scroll down to the Territory attribute. By default, it is disabled.
Hierarchical View

  • Enable the toggle and save the changes.
Territory Enabled

  • The Territory attribute will be available while adding the call logs.
Create Call Logs

  • You can click on the search icon to view the list of territories available in your Apptivo account.
  • You can add select and add territory to your call logs.
Search and Select