Organizing users into territories helps your sales team focus their time and effort on particular sets of customers. By grouping users based on their sales expertise, you can have them automatically assigned to a variety of contacts that come inside the web application. Additionally, territories can also be used by sales managers to monitor the activities and progress of the sales reps as well as the contacts in that territory.
To organize your team,
- Go to Admin Settings > Territories.
On the Territories list view page, click Create territory. The Create Territory overlay appears.
Enter the Territory name, and add a description to define the territory.
In the Users who can access records in this territory section, type in the name of the users and select them from the dropdown. You can also add entire teams to a territory.
The selected users will show up in the bottom of the overlay along with their emails and roles. You can choose to remove a user from the territory by clicking on the three dots icon and selecting Remove from territory.
Click Save to add the newly created territory.
Note: The users who have territory access can view and edit the contacts in the territory but they won’t be assigned as the owner to any of them. Refer this article for auto-assignment of owners to records
You can add an auto-assignment rule to the territory from the territory list view by clicking on the three dots icon near the newly created territory and selecting the option Create auto-assignment rule.