Overview

Excerpt
A territory can be associated with a specific customer if these are listed in theTerritories of the company.

Instructions

Ui steps

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Ui step
Go to Setup > Customers.

Ui step
Click on the Search button to find the customer that you are going to set up the setting for.

Ui step
Under the Actions column click on "Edit".

Ui step
The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.

Ui step
In "Territory" click on the drop-down list and select the territory needed for the customer.

Ui step
Click on Save.

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