Forecast territory disabling
Hello,
I am using territories for forecasting and KPI's in Zoho CRM
Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore.
How can we disable it for future forecasts without losing al the previous data ? It doesn't make sense it would be there again every month with target "0".
If I want to delete the territory I get the message
You are about to delete a territory from the territory hierarchy:
- All Accounts, Contacts and Hits under this territory will be disassociated from it.
- Territory Forecast created for the current and upcoming period will be deleted.
We absolutely don't want to lose the targets and KPI's forecasts from last year that were done.
Thanks for your answer
Joshi