A Territory is a geographical region you do business in.
In OneHash, a Territory is used to classify Customers, Addresses, in accounting report, and to allocated sales targets.
To access the Territory list, go to:
Home > Selling > Settings > Territory
1. How to create a Territory
Go to the Territory list, click on New.
Tick 'Group Node' if there'll be sub-territories under this Territory. For example, France is a group Territory and Paris is a sub-territory.
You can add multiple sub-territories under a parent territory. On saving, a territory can be selected in transactions and reports.
2.1 Assigning a Territory manager
You can assign a Territory Manager who looks after the Sales of this region.
2.2 Setting Sales Targets
Here you can set specific sales targets based on the following fields:
To know more about setting sales targets, visit the Sales Person Target Allocation page.
3. Related Topics| |
Creating an Address in OneHash CRM
Updated on: 01/04/2023