Territories

How to Set up territories, go to territory management to the right the top tab that says setup territories. There you can enable, disable, and edit the employees that you have on your system. The next tab over on the top is territory hierarchy, that is all the locations that your business has. To close down a territory check mark the box next to the one that you want to close, click update and it will close down that territory and any sub territories that are connected to it. To create new territory fill out the information throughout the fields and click save. To have an employee manage a territory or to put a name to a territory, there is a tab called territories by employee. There you are able to assign that person a certain or several territories.