Territory Management
What is a 'Territory'?
A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, expected revenue, verticals, etc.
What is Territory Management?
When your organization is spread across regions and you have multiple office divisions, departments and numerous recruiters, it is not an easy task to assign client orders to recruitment teams without proper planning. In some cases, it is equally complex to provide access only to selective clients, for individuals from different teams to work together for a common objective.
Territory Management in Zoho Recruit
Profile Permission Required: Users with the Administrator profile can enable this feature.
Key Benefits
- Avoid complex data-sharing structure - Organizations with complex hiring processes can use territories to easily share records with users in different teams. It is also convenient to group records based on the client's characteristics rather than the individual ownership of the records.
- Provide a focused work environment - Distribution of clients by using territories help in creating focused work environments that ensure better engagement. It also increases your teams' efficiency by reducing the travel time and increasing industry expertise.
- Get an accurate evaluation of the team's performance - Generate reports based on territories to evaluate and measure the efficiency of teams by territory. Also, get a better insight into the contribution of each territory.
- Forecast hiring for each territory and set clear goals - Create separate forecast targets for each territory a user belongs to. This will give a clear picture of the goals set for the different territories for users to stay focused.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Using Territories
Understanding Territory Management Using Territory Management, you can segment clients, contacts, and job opening into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of ...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 Recruit, take a look at the help document - Territory Management Overview. Introduction Territory ...Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to clients, contacts and job openings when they are created or modified. When a record meets the criteria of territory, only then is it validated for its sub ...Forecasts Based on Territory Hierarchy
Introduction By default, forecasts in Zoho Recruit are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho Recruit is a system by which customer accounts ...Working with Forecasts
Introduction Forecasts play a crucial part in the financial planning of your business. Recruitment forecasting is projecting the short-term and long-term recruitment performance of a company. Recruitment forecasts are an important measurement of your ...