How do I Customize Sales Territories in Distributors App?

Updated on July 15, 2017 12:20AM by Admin

Steps to Customize Sales Territories

  1. Log in and access Distributors App from your universal navigation menu bar.
  2. Click on “More -> Settings” icon located at the app header bar.
    settings
  3. Click on “Distributors -> Territories” from left navigation panel.
    territory dashboard
  4. Click on “Create” button and specify:
    • Territory Name - Name of the territory.
    • Description - Description about the territory.
      create territory
  5. Click on “Create” to complete.
  6. The territory will be created successfully. Click on "Create Sub Territory" icon to create sub territory.
    territory page
  7. "Create Territory" page will be opened in which parent territory will be created as the United States. Now create sub territory.
    sub territory created
  8. Click “Create” button to include sub territory in the territory page.
    territory page

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