How to Configure Territories in Opportunities App?

A sales territory defines the geographical region in which your potential opportunities reside in. It may be based on city, regions and countries.

Steps to Configure Sales Territories in Opportunities

1. Log in and access Opportunities App from your universal navigation menu bar.
   
2. Click on "More"   icon and select "Settings"  located at the app header bar.
   
3. Select "Opportunities" drop down. Click on "Territories" from left navigation panel.
   
4. Click on "Create" button and provide:
• Territory Name
• Parent Territory 
• Description
  
5. Click on "Create" button to complete.
6. You can add sub- territories for the created territory.
7. Click on "Sub Territory" Popup.
8. You can view "Create Sub Territory" popup, in which provide:
• Territory Name
• Parent Territory 
• Description
9. Click on "Create" button.
10. You can edit sub territories  if needed.

Related Posts

• Opportunities Market
• Opportunities Segment
• CRM Apps Market, Segments, Categories, Territories and Industries