Using Sales Territory Management
Sales Territory Management is a strategic framework for organizing and managing CRM entities such as Accounts, Consumers, Leads, and Opportunities. To assign territories, you can run Run Assignment to automatically distribute CRM entities, or manually update the primary territory.
- Assigning a territory on account
You can update the primary territory on an account in which Sales Territory Management has been implemented. - Assigning a territory on opportunity
You can update the primary territory on opportunity in which Sales Territory Management has been implemented. - Assigning a territory on lead
You can update the primary territory on a lead in which Sales Territory Management has been implemented. - Assign a territory on consumer
You can update the primary territory on a consumer in which Sales Territory Management has been implemented.
Parent Topic:Using lead and opportunity management applications
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