Organizing your sales organization into territories

A territory defines the hierarchical structure used to organize your sales team into groups. You can create and edit territories, assign operators to territories, and configure read/write permissions at the territory level for accounts, leads, and opportunities work objects.

This module explains how to create territory dimensions and territories, how to add users to a territory and grant them access to the work objects, and how to associate multiple territories with work objects.

初級

英語

このモジュールを完了したら、以下の目的を達成できるようになります。

Set up a territory structure for your sales team.

Create a territory dimension.

Create a territory and add users to it.

Associate multiple territories with work objects.

このモジュールは、下記のミッションにも含まれています。

Sales Automation Low-Code Developer v9

トピック

Setting up the territory structure for the sales team

5 分

Creating territory dimensions

5 分

Creating a territory and adding users

10 分

Adding territories to work objects

5 分

モジュールクイズ

5 分