Managing Multiple Locations with TrueValue

If your business operates across multiple locations, you need CRM data organized by geography while maintaining a unified view at the top. TrueValue makes this straightforward.

Setup Guide

• Create teams for each location with designated managers
• Set up territory rules to auto-assign leads by geography
• Configure location-specific pipelines and appointment types
• Use location filters across all reports and dashboards
• Enable cross-location visibility for executives while restricting local access

Reporting

Compare performance across locations with side-by-side dashboards. Identify your best-performing location and replicate their practices. Track each location against individual targets while rolling up to company-wide goals.