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Organizing your sales organization into territories

1 Topic

10 mins

Visible to all users
Beginner Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.8 English

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.

After completing this module, you should be able to:

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

Available in the following mission:

Sales Automation Low-Code Developer

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