Overview
| Excerpt |
|---|
Users can manage to create, edit and delete the territories when needed. |
These are setup to associate them to a specific customer please refer to Customer Account "Advanced" Setup.
Instructions
Follow these steps:
- Go to Setup > Settings > Customers.
- Click on the "Territories" link.
- The Customer Territories window will pop up, click on "Add new territory" link.
- Enter the "Territory Name", by default this will be Active, if needed you can deactivate the option by checking off the box.
- Click on Save.
- The new territory will be displayed as shown below:
- Under the Actions column, you can Edit or Delete the territory if needed.
Relevant Articles
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|