Configuring Territories

Find out how to establish and assign territoriesIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. to sales contactsA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned., connectionsConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned., and transactions. To better understand the ins and outs of how territories work in SalesConnect, you may want to start by reading topics in About Territories.

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