How do I view opportunities by territory?

Updated on November 12, 2017 09:09PM by Admin

Before you view the opportunties in your account "By Territory", you need to customize the  “Views” settings. Viewing opportunities by territory will give you an idea about the total number of opportunities are there, the number of closed, lost and open opportunities. Using data you can create better strategies to achieve your targets.

Steps to view opportunities by territory

  1. Log in and access Opportunities app from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on “By Territory” from left navigation panel.
    By Territory 
  3. Select a territory to view opportunities. For instance: Canada and Mexico
  4. Enable opportunities check box to perform “Bulk Actions”.
    Bulk Action
  5. You can also “Delete” opportunities by clicking on the "More" Option, if needed.

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