Understanding Territory Management In Zoho CRM

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Zoho's Territory Mangagement function is a great way to share accounts, contacts, and related records in your CRM with other members of your organization, even if they don't own the records themselves. In this video, we're going to take a look at the Territory Management function in Zoho CRM by building a sample territory.

00:00 Introduction
00:39 Territory overview
03:22 Creating sample territory, adding users
06:08 Assigning territories
09:06 Conclusion

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Understanding Territory Management In Zoho CRM
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Комментарии
Автор

Can we have different estimate & invoice templates for different territories, if in case I use territories to classify different departments / business entity.

praveennov
Автор

It can only be one Parent Territory but can be associated with multiple Sub Territories that may have different parents, it just unassigns it from the Parent Territory

prostheticaim