How Do I Create Sales Territories in Contacts App?

Updated on September 12, 2017 10:54PM by Admin

Sales Territory defines the geographical region in which your potential contacts reside in. It may be based on city, regions or countries, if your business is spread across the globe.

You can customize the Contacts App by clicking on the Settings ->Contacts-> Territories. This will display all the territories. Here you can create a new territory and also add the requisite description.

Sub-territories can also be created by clicking on the icon in the territory dashboard.

Go through the following steps to understand the concept better.

Steps to Create Sales Territories

  1. Log in and access Contacts App from universal navigation menu bar.
    image result for contacts
  2. Click on "More" icon and select "Settings" icon at the app header bar.
    image result for contacts
  3. Select "Contacts" drop down and Click on “Territories” from the left navigation panel.
    Create Territory
  4. Click on "Create" button in the dashboard.
  5. You can view “Create Territory” popup page, as shown in the image below.
    • Name - Name of the Territory.
    • Description - Description of the Territory.
       
  6. Click on “Create” button to complete.

Steps to Add Sub-Territory

  1. Click on "Sub-territory" icon in dashboard.
  2. You can view "Create Sub territory" popup page, as shown in the image below.
    • Name
    • Description
  3. Click on "Create" button to complete.

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