Territories
Regions or segments that own accounts.
Overview
Territories form a hierarchy with members. Accounts and leads are assigned to territories, and quotas and forecasts can be rolled up by territory.
When to use territories
- You split the market.
Step by step
In the Crm module open Relationships in the green navigation bar, then choose Territories under Territories & Assignment.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.territory.assign
- crm.territory.create
- crm.territory.delete
- crm.territory.read
- crm.territory.update