Who can create territories?
Users with the Administrator profile can create territories. Territory Managers can also create sub territories for their own territories.
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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 ...
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 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. ...
How do I create an event in Calendar?
Click the Create link in the calendar. You can also click on the date or time slot in the calendar and create events. Specify the Title of the event and Location. Select the All Day check box if you want to mark it as an all day event. Select ...
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 ...