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How To Edit / Add Territories
How To Edit / Add Territories
Sara avatar
Written by Sara
Updated over 9 months ago

1. Go to Setup Page

2. Go to Data Types > Edit Territories

3. To ADD a new territory click the green plus icon or to EDIT a territory click the pencil.

4. If adding a territory enter the territory name

5. Check the countries that you wish to include in the territory. You can view different continents by selecting "Show Continent"

6. Click Save

7. The territory will now appear as an option when selecting territories for deal terms, etc.

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