Configuring Territory Level
Create territory levels to categorize territories such as regional, district, area, and global for better organization of territories.
Before you begin
Role required: sales territory admin
Procedure
Navigate to All > Sales Territory Management > Territory Level.
Select New.
On the form, fill in the fields:
Fields Description Name Name of the territory level that you want to create, for example: Global, Industry, Area, Region, District, and Territory. Description Short description of the level. Order Integer to define order of records for sorting purpose. Select Submit.
The new territory level is created.
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