Territory Management is a process by which all customers’ accounts are grouped based on a set of criteria. It makes easy for sharing of customer information among different sales teams in your organization.
Using Territory Management in your business helps to segment accounts, contacts and deals based on territories.You can even have a territory hierarchy by creating territories and their sub territories. Define criteria for each of these territories and based on the criteria, records will be assigned to the territories. Based on the territory criteria, when the records are created or modified, territories are automatically assigned to the records.
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Enter the location where your company is operating the business.
Enter the location code for easy identification.
Select the currency value of your location from the drop-down list.
Note: You have Save and New option to save the current location and automatically load a new page to create a new Location and Cancel to cancel the current Location Creation.
To edit the saved Location.
To select the view layout of Location Page.
Shows the list of users who can access the page.
To create a new Location directly list view page.
To perform various actions.
To view Location in list view or split view.
To search saved Location.
To find the Location by using filter options.
To edit details regarding the Location.
To print the selected data.
To show complete details of the Location.
Create tags and use these tags anywhere in the module.
Shows the list of attachments for the Location.
Shows the history of actions performed on the Location.