Geneva Help
 

How to Create a Sales Region

A sales region is a geographic area a reseller has for conducting sales with local businesses. When you create a sales region, it is available for selection on the Advertiser tab when you add or edit an advertiser’s record.

What you should know:

  • The exact information you can add, edit, and view depends on the permission level you have in Geneva.

Procedure:

  1. Access your reseller account. The Reseller Maintenance page opens with the Reseller tab active.

  2. Click the Sales Regions tab. The Sales Regions tab opens with a list of all sales regions that have been created. You can filter the list if necessary to display only a subset of the list.

  3. Click Add. The Sales Regions tab refreshes with a form to create the new sales region.

  4. Provide the following information:

    • Code: Type the internal code you want to use for this sales region in the Code box.

    • Name: Type the name you want to use for this sales region in the Name box. The name should be descriptive enough for you to recognize when setting up an advertiser’s record.

    • Description: Type a brief description in the Description box to help you identify what the sales region is.

    • Coverage: Type a brief description of the geographic area covered by the sales region.

    • Active: Select the Active check box when you are ready for this sales region to be available when setting up an advertiser’s record. Clear this check box if you are not yet ready to use this sales region.

  5. Click OK.

  6. Click Save.