Can I disable Territory Management?
Yes. Users with administrator profile can disable territory management feature for the organization account. On disabling this feature the following will not be accessible:- All the information related to territories in the Accounts, Contacts and Potentials modules.
- All the existing forecasts which is based on territory hierarchy. You will be required to create forecasts based on role hierarchy.
- The territory options that cannot be applied in report's criteria.
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Territory Management
What is a 'Territory'? A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, ...
Territory Management - An Overview
What is a Territory? A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, ...
Who can activate territory management?
Users with the administrator profile can activate or deactivate territory management.
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho Recruit, take a look at the help document - Territory Management Overview. Introduction Territory ...
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management Overview. Introduction Territory ...