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Andres Toledo

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Overview

Excerpt

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:steps

Ui steps
sizesmall
Ui step

Go

to

to Setup

>

 > Settings

>

 > Customers.

Ui step

Click on the "Territories" link.

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Ui step

The "Customer Territories

window

" window will pop-up, click on "Add new territory"

link

.

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Ui step

Enter the "Territory Name", by default this will

be

be Active, if needed you can deactivate the option by checking off the box.

Click on

Ui step

 Click on Save. 

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Ui step
The

 The new territory will be displayed as shown in the GIF below

:

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Ui step

Under the Actions column, you

can

can Edit

or

 or Delete

the

 the territory if needed. 

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