Preparing

work and get into the practical implementation of their territorial structures, you should first familiarize yourself with the basic terms you encounter in the course of working with the software. Please read the chapter Basic concepts.

If you are not sure how to start, we recommend to connect with the chapter Planning scenarios. Here we explain various conceptual approaches to sales territory planning.

Your own data from your CRM, SAP or Excel should have a certain structure in order to be able to work best with this data in

Open and convert existing easymap district manager projects

If you want to edit a territory structure that you have created with DistrictManager version 8.4 or 8.3 and saved as a project, you can simply open it with easymap and then edit it further. To do so, select the command File from the menu Open, the file type DistrictManager projects and then Convert. Once converted, projects can no longer be opened with older software versions.

This functionality is no longer supported since version 11.2. If you need to perform a conversion, please contact our support by e-mail or phone.