Who is a territory manager?

Who is a territory manager?

A territory manager in Zoho CRM is a user who manages a territory and its sub territories. The territory manager can perform the following actions for territories:

  • Manage territories and its sub territories.
  • Set forecast targets for users in the territories.
  • Providing permissions for the users in the territory.
  • Manually assign records to the territories. Also, remove the records that were manually assigned.

    • Related Articles

    • What if a territory is not assigned with a manager?

      The parent territory's manager will administer the territory which does not have a manager.
    • Forecasts Based on Territory Hierarchy

      Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is a system by which customer ...
    • Forecasts Based on Territory Hierarchy

      Introduction By default, forecasts in Zoho Recruit are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho Recruit is a system by which customer accounts ...
    • 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 ...
    • 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,  ...