How do I Customize the Territory Management App?

Managing the territories of your customers is one of the most important aspects of running a business. Territory management allows you to focus on the territories of your business and helps to evaluate the sales and interests of your customers.

Steps to Customize:

• Log in and access the Territory Management App from the universal navigation menu bar.

• Click on the More(...) icon and select Settings from the App header.

On the settings page, you could see the lists of features that are available for customization as shown below:

• General

• Collaboration

• Quick Links

• Tags

• Assignments

• CRM

• App Behavior

• Types

• Conversion