Territory Management
Forecasts Based on Territory Hierarchy
Cloudtool Technologies Pvt Ltd Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is ...
Assigning Territories
Cloudtool Technologies Pvt Ltd How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it ...
Using Territories
Cloudtool Technologies Pvt Ltd Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can ...
Decision Guide for Territory Management
Cloudtool Technologies Pvt Ltd Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management ...
Territory Management - An Overview
Cloudtool Technologies Pvt Ltd What is a Territory? A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors ...