Add suggested agents to a territory

View suggested agents of a particular territory and add them directly to a territory.

Before you begin

Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace.

2. Click the Lists icon (

1. In the Field Service Territories list, select All.

2. Click the territory for which you want to view suggested agents and add them to the territory.

   The territory record appears in a new tab.

3. Click the Suggested Agents icon (

The **Available Members** list appears with the suggested agents.

1. Select Add on the agent card.

   The message appears as the user has been added to territory.

2. Select Save.

   The agent is added to the territory and appears in the Agent Memberships tab.

3. Define the work duration for agents.

   1. On the Agent Memberships tab, open the agent's record.

   2. Select Agent Schedules tab and click New.

   3. On the form, fill in the fields.

      Fields	Description
      From Date	Start date of the work duration for the territory.
      To date	End date of the work duration for the territory. For more information, see sn_fsm_tp.territory_membership_override_to_date in Field Service Territory Planning console properties.
      User	Name of agent.
      Work schedule	Select the work schedule. For example 8 AM to 5 PM.
      Type	Select Primary Work for agent as a primary contact for the selected territory.

   4. Select Save.

      The agent's work duration is specified for the territory.