Shapes and Assignment Plans

Using Assignment Plans for Filters

Not every use case for assignment plans deals with territory management. In fact, it was designed so that it could be used for other purposes. Consider this example: You work in vacation rentals, and you want ...

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Apply a Circle Shape to Multiple Records

The typical process for creating Shape Fields requires you to manually create each shape that you apply to a record. If you want to a circle shape with the same radius across multiple records, this could become...

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