Can 2 territories within CRM have different/customised modules/fields or do they both use the same account/deal/lead etc. forms?

Can 2 territories within CRM have different/customised modules/fields or do they both use the same account/deal/lead etc. forms?

Hey,

I believe I can create territories within CRM to account for the different aspects of our business, my question is can I customise the modules within each territory?

An example would be:
T1 - Account module will ask for size, weight etc.
T2 - Account module wouldn't need size and weight but may need date range (from-to) and countries etc.

Is possible to create different fields within different modules for the two or more territories?
Can I also restrict access to the territories for team members? but also allow key individuals to have access to both?

Will they feed through to Analytics as two territories?

Thanks,

Cate.


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________