Tips & Hints for Working with Territories
As a salesperson, you can view all accounts in your territories no matter who the account owner is. Also, you can view forecasts and reports based on territories.
In this tip sheet you will learn about the following:
Download Tips & Hints for Working with Territories
As a salesperson, you can view all accounts in your territories no matter who the account owner is. Also, you can view forecasts and reports based on territories.
In this tip sheet you will learn about the following:
- Viewing Territory Information
- Assigning Territories to an Account
- Assigning a Territory to an Opportunity
Download Tips & Hints for Working with Territories
