How do I view territories in Apptivo?

Updated on June 22, 2020 02:36AM by Admin

Consider sorting the territories in the Customers App of Apptivo.

  • In the Customers App of Apptivo, select Settings from the App Header.
App Header

  • In the Settings page, select Customers → Territories from the left navigation panel.
  • From the Territories page, you can see there are two tabs: All and Enabled.
  • The territories that are enabled will be listed under the Enabled tab.

  • The All tab contains both enabled and disabled territories. When a territory is disabled, it will be moved automatically from the Enabled tab to the All tab.
All Tab

  • In the Customers App Home page, the enabled territories alone will be listed in the left panel when you filter records by territory.
View Territory

  • You can view up to 25 territories in the left menu. To view more than 25 territories at a time, select View More.
View More

  • All territories will be listed in alphabetical order. You can click a particular territory name to view the associated records.
All Territories