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Overview

Excerpt

 A territory can be associated with a specific customer if these are listed in thethe Territories 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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