Territories

Territories

I'm new to Zoho. 

I'm planning to set up my CRM so that I can have salepeople over geographical areas and managers who in turn manage 5 of those areas (as regions) and senior managers who in turn manage 5 of those regions. 

Any ideas on what is the best way to input data so that I don't run into trouble when I want to start incorporating this hierarchy of responsibilities and roles? 

(I plan to use the postcode of the house as the key reference point for assignment). 

Another question is, I find that most CRMs cater more for B2Bs as opposed to B2Cs. Any pointers again on how to configure each household's data so each one serves as an entity that doesn't get confused with another and also so that each tab flows from one to the next without duplicating info.? 

Thanks. 

Greg