Organizing your sales organization into territories

Territories define the hierarchical structure used to organize the sales organization. Leads, opportunities, organizations, and accounts are all managed within the structure of territories. Functionality, such as forecasting and operator access, is also based on the territory hierarchy.

Anfänger

Englisch

Nach Abschluss dieses Moduls können Sie Folgendes:

Describe the purpose of territories

Explain how territories are used

Create territories

In der folgenden Mission verfügbar:

Sales Automation Low-Code Developer v6

Themen

Creating the territory hierarchy

5 Min.

Modulquiz

5 Min.