How do I View Sales Leads by Territory?

In sales territory is defined as the customer group or geographical location which is under the responsibility of an individual sales person or sales team. A territory is defined by the sales potential, geography or the combination of these factors.

For a small business territory would be within the city or state whereas for a medium business it could be within the state level as well as national level. While for the multinational companies the territories have a bigger and wider scope and it can be across several countries.

Lets go through the steps to view leads by territory

Steps to View Leads by Territory

1. Log in and access Leads App from your universal navigation menu bar.
2. Click on “By Territory” from the left navigation panel.
   
3. The menu will expand to show a list.
4. Choose a territory to view the leads in that territory. For instance: Western United States
   
   

Related Links

Read more about:

• Left panel views
• Bulk actions
• Customize Leads App