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.

Débutant

Anglais

Après avoir terminé ce module, vous pourrez :

Describe the purpose of territories

Explain how territories are used

Create territories

Disponible dans la mission suivante :

Sales Automation Low-Code Developer v6

Rubriques

Creating the territory hierarchy

5 mins

Quiz du module

5 mins