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Setting Up District Look Up
Setting Up District Look Up CRM, Sites, Districts KristieDistrict Look Up further define your Districts and the territory they cover.
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To create the District Lookup table:
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Gear Icon
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All Lists
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Locations > Districts Lookup
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Select Add New or double click to edit an existing District
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Enter District Name from drop down menu
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Assign zip code from drop down menu
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A district can have multiple zip codes assigned
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Save
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Repeat these steps for all zip code assignments
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