What if a territory is not assigned with a manager?

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  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 ...

• 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 ...

• 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, ...

• 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 ...

• How are records assigned to territories?

  Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...