changes.mady.by.user Andres Toledo
Saved on Feb 25, 2022
Saved on Dec 04, 2023
A territory can be associated with a specific customer if these are listed in the Territories of the company.
Go to Setup > Customers.
Click on the Search button to find the customer that you are going to set up the setting for.
Under the Actions column click on "Edit".
The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.
In "Territory" click on the drop-down list and select the territory needed for the customer.
Click on Save.