Create 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 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 on franchise or customer locations. You might have a simple list of sales people and their accounts by location. These are all scenarios you can solve with Territory Design.

The Create Territories command is used to create new or recreate existing territories in a territory solution. You can also add additional hierarchical levels during this process.

Here are some territory creation options:


7/10/2012