Page 23 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Territory management

An organization can have businesses across various regions with multiple teams and departments
working from dierent places. This situation can lead to diculties with sharing data, tasks, events,
etc., across divisions. The Territories feature in Zoho CRM helps simplify data sharing, improve

existing customer relationships, and focus your sales environment.

Note: Territory Management is not necessary for every organization. Its necessity depends
on an organization’s sales process, data sharing structure, and business model

Define territories (if applicable) and assign customer accounts to sales teams accordingly.
This ensures proper and ecient usage of the sales force to increase sales opportunities and provide
excellent customer service.

To create territories:

1. Go to Setup > Users and Control > Territory Management.

2. Click New Territory.

3. Enter the territory name, territory manager, and parent territory. You can also set
permissions, account rule, and deal rule.

4. Click Create.

Create Territory
To automatically assign accounts to this territory, pleases fill out the rule criteria.
Territories Territory Rules Assign Territories
3
T Territory Nameerritory Name USSR
USSR
Willian Stone
Territory Manager
Territory Hierarchy Territory Manager Willian Stone
Parent Territory
Asia
2 Parent Territory Asia
Add Users
Add Users
New Territory Expand All Collapse All Alicia Banks Pooja RamanPooja Raman View Settings
Alicia Banks
New Territory
Permissions Read/Write/Delete
Permissions
Read/Write/Delete
Anonymous_1
Account Rule
None
1
Asia Amelia Burrows Account Rule None View Parent Rules
1 None None
Northern Europe Pooja Raman Deal Rule
Deal Rule
USA Amelia Burrows Description
4
Create
Cancel
Create Cancel
The territory is now created and you can create territory rules for it in the next tab.
Zoho CRM Resources 22