How do I Create Territories in Customers App?

Updated on July 27, 2017 12:22AM by Admin

You can define a territory as the demarcation of the sales force structure. The customer accounts are grouped and shared with sales team of an organization based on various factors such as geography, product line, revenue and so on.

As your business grows, it may have pan nation presence and also global presence. That means you will have multiple office divisions, departments and products/services customized as per region.  Here, there should be proper planning  before assigning customer accounts to the sales teams.

Territory Management

Based on specific set of  criteria , the customer records can be grouped and handed over to a certain sales team that takes care of a certain region. This is known as territory management. It also make sharing of the customer data across the various sales team possible. This is known as territory management. 

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.

Related Posts