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 - 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 CRM, take a look at the help document - Territory Management Overview. Introduction Territory ...
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 ...
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 ...