Two Territories, One Account Owner?
We have a sales person who will now be overseeing 2 territories for the foreseeable future. His existing territory (T04) is Ohio and Pennsylvania; the new territory (T17) is New York and Connecticut.
I recently ran a couple of tests and found that both territories are assigned to the accounts, not T04 for the OH and PA accounts or T17 for the NY and CT accounts. We'd prefer to have the territories assigned individually. Is this possible?
Thanks!
John Galich
Sticky Posts
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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. ____________________________________________________________________________________________________________