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Módulo

Organizing your sales organization into territories

1 Tema

10 minutos

Visible para: All users Applies to: Pega Sales Automation 8.7, Pega Sales Automation 8.6, Pega Sales Automation 8.8

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.

Principiante
Inglés

Después de completar este módulo, podrá hacer lo siguiente:

Describe the purpose of territories
Explain how territories are used
Create territories

Disponible en la siguiente misión:

Sales Automation Low-Code Developer v6

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