Professional UI demonstrations for Circle's advanced territory management features. Each interface showcases sophisticated automation, intelligent conflict resolution, and seamless integration with existing CRM systems.
Streamlined automation for importing account data from ZoomInfo API with intelligent staging areas, confidence scoring, and automated approval workflows.
Advanced bulk assignment tools with visual territory mapping, representative workload balancing, and intelligent geographic rule application.
Step-by-step wizard interface for resolving territory assignment conflicts with AI recommendations, detailed comparisons, and streamlined decision-making tools.
Comprehensive notification system for territory assignments, conflicts, and system activities with smart filtering, prioritization, and action management.
Professional review interface for manual conflict resolution with AI insights, team collaboration features, and comprehensive audit trails.
Sophisticated override system allowing custom territory rules that supersede standard geographic logic with impact analysis and approval workflows.
Comprehensive protection mechanisms preventing customer data conflicts during imports with exact and fuzzy matching, violation detection, and relationship preservation.