Territory Management
Territory Management - An Overview
What is a Territory? A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, ...
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management Overview. Introduction Territory ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it validated for its sub territories. ...
Forecasts Based on Territory Hierarchy
Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is a system by which customer ...