Overview of Creating Territories

Properly allocated territories are a key component of any successful business. With Territory Design, you can set up, modify, and manage territories in a variety of ways. You may have created stagnant territories that you want to reexamine or start fresh with no inherent knowledge of your company's newly acquired region. You might want to base your territories from franchise or customer locations. You might have a simple list of salespeople and their accounts by location. These are all scenarios you can solve with Territory Design. This section discusses the various options for creating territories.

Territory creation options


7/10/2012