What are the modules that territories can be setup for?
Territories can be setup for the Accounts, Contacts and Deals modules. When territory management is enabled, these records will have a new field named Territories. Also, there will be a list view for territories in the Home page of these modules to filter and view records that belong to a selected territory.
Related Articles
Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment clients, contacts, and job opening into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to clients, contacts and job openings when they are created or modified. When a record meets the criteria of territory, only then is it validated for its sub ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it validated for its sub territories. ...
Custom Modules and Fields
Besides Layouts (Setup > Customization > Layouts) that allow you to add predefined fields to a module and customise it as per your needs, you can also create custom modules and add custom fields. To create a new module: Log in to Zoho FSM. Navigate ...