View Territory Customization
Table of Contents
Territory Customization
Territory Overview
A territory is an area or segment that a salesperson or account manager is responsible for servicing. For instance, if a company has clients spread out across a city, they may have territories set up based on cardinal direction or parts of the city, for example, downtown, or south side.
How to Add a Territory
Select “Race” from the Customization menu. The “Create New Race” screen will be displayed. Type in the name of the Race you want to add in the provided field at the top of the screen. Click on the “Save” button just under where you have typed the name of the new type. The race will now appear on the “Current Races” list in the middle of the screen.
To order the list of territories so that they are displayed in the drop down menu in the most convenient way, highlight a territory on the “Display Order Table”, and then use the up and down buttons to move it on the list. The menu choices will be displayed in the order you set.
How to Edit a Territory
From the Current Territories list click on the territory that needs to be edited. The “Edit Territory” screen will be displayed. Make the required changes, and then click the Save button just underneath the Edit field.
How to Delete a Territory
To delete it completely, Click on the icon displayed to the right of the status name in the “Delete” column of the Current Requirement Statuses list.