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.

Beginner

Inglês

Depois de concluir este módulo, você deverá ser capaz de:

Describe the purpose of territories

Explain how territories are used

Create territories

Disponível na seguinte missão:

Sales Automation Low-Code Developer v6

Tópicos

Creating the territory hierarchy

5 min

Quiz do módulo

5 min