Territory Codes |
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Lists ... Prospects ... Territories
About Territories
Territories are codes used to group customers and prospects in a manner apart from location. You may wish to group customers and prospects by district or another geographic division (for example, having customers in the Atlanta, Jacksonville, and Miami branches all belonging to the Southeast territory). Alternatively, you might assign a salesperson to a territory as well, rather than only assigning them to a certain location.
In this Topic
Field by Field Help - Territories screen
Related Topics
2.7 How to Use Lists
5.1 Customers
5.3 Prospects
Field by Field Help - Territories screen
Territory ID
Enter an ID for territory code.
Description
Enter a description for the Territory Code.
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