This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 02 DEC 2022 | Created initial document. |
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Use Custom Dimensions as Filters for Territory Customer Inclusions
Allow the sales operations team to use custom dimensions as filters for territory customer or partner inclusions. These are available under other dimensions when editing territory inclusion coverages.
Use an improved and efficient rollup process for faster rollup of credits.
Manage Participant Role Assignments with Import Management
Use Import Management to make bulk changes to participant role assignments.