How do I Create Territories in Customers App?

October 9, 2013 12:24am by Apptivo FAQ

Posted In: Customers
  

Answered on October 18, 2016 03:40am by Kamalapriyadharshini

Customers App allows you to assign territories for each of your customers. To modify the available territories to assign to your Customers, use the steps given below:

To Add New Territories

  1. Log in and access Customers App from your universal navigation menu bar. 
    image result for customers
  2. Click on "More" icon and select "Settings" located at the app header bar.
    image result for contacts
  3. Click on "Territories" from left navigation panel.
    create-territories
  4. Click on "Create" button and provide information:
    • Territory Name - Name of the territory
    • Parent Territory- Name of Parent Territory
    • Description - Description about the territory
      Create Territory Page
  5. Click on "Create" button to complete.
  6. To add a sub-territory, click on "Sub-Territory" icon near created territory.
  7. You can view the "Create Territory" popup, as shown in the image below:-
    • Territory Name - Name of the territory
    • Parent Territory- Name of Parent Territory
    • Description - Description about the territory
      Create Sub Territory
  8. Click on "Create" button to complete.

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