Who can create territories?
Users with the
Administrator profile can create territories. Territory Managers can also create sub territories for their own territories.
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 ...
Who can create forecasts?
Users with administrator profile can create forecasts. Territory Managers can set targets for their territories and sub territories and the users in them.
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. ...