Overview
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Users can manage to create, edit and or delete the territories a territory when needed. |
These are This is 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.
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