Region Details

This page describes the function of the Region Detail pages that are used to enter or edit the details of a region.

To access the Region Directory report,

1. From the nCino Incentive Compensation menu, click the directory icon().
2. Click the "Region" tab.
3. Click the linked Region to view the Region Details.

To edit a region, click “Edit" on the corresponding region row. Then, click “Edit" on the Region Details page. Fill out the below information

1. Region Name: Enter the name of the Region.
2. Abbreviation: Enter the Abbreviated Name of the Region.
3. Region/Branch No.: Enter the Region Number.
4. Region Manager: Enter the Region Manager assigned to the Branch.
5. Office Phone: Enter the office phone number for the Region.
6. Address: Enter the address of the Region office.
7. Address 2: If more space is need for the address, use this field.
8. City: Enter the city where the Region is located.
9. State, Zip: Enter the State and Zip Code where the Region office is located.
10. Active Date: Enter the Date the Region becomes Active.
11. Inactive Date: Enter the Date the Region becomes Inactive (when applicable).
12. Production Region: If Region is a Production Region, click on “Production . If not, a Production Region click on “Non-Production .

Once completed, click at the bottom of the page.

To return to the Region Directory, click on All Regions. Click Cancel to return to the previous page without saving.