Sales Territories

You access Sales Territories from the Configuration > CRM Setup > Sales Territories, shown below.

Figure 1

The Sales Territories screen (see Figure 2) is where you can view and edit Sales Territories.

Figure 2

Add Sales Territories

To add a new Sales Territories, fill in the information on the top row of the table. Once filled in, click the "+" button (Yellow box Figure 2) to add the Sales Territories.

Edit Sales Territories

To edit any Sales Territories information, change the values on the row of the Sales Territories you wish to edit, then click the "Save" (Green box Figure 2) or "Save & Close" button (Red box Figure 2).

Delete Sales Territories

To delete any of the Sales Territories, click the "x" button (Black box Figure 2) of the corresponding row of the Sales Territories you wish to delete.