Who can activate territory management?

• Related Articles

• 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, ...

• 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 ...

• 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 ...

• Implementation Checklist for Workflow Management

  Summary Workflow Management helps you to automate your sales, marketing and support processes. It includes the following: Workflow Rules - A set of rules that are executed when certain specified conditions are met. Workflow Alerts - Automated email ...