Territory Management
Steps:
- Click the Territory button. Step 1
- The Territory names and corresponding sales representatves are displated on this page.
From this page you may choose to add a new territory and or edit an existing territory.
You may also navigate back to the customer list by clicking the relevant button indicated. Step 2 - Click the object. Step 3
- Click the New Territory button. Step 4
- On this page you should enter the name of the new territory and identify the sales representative to repreent this region.
You may add description or notes to the entry for future reference. Step 5 - Click the Save button. Step 6
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