How to enable multiple territories for an opportunity?

Updated on November 2, 2021 03:26AM by Admin

Apptivo’s Opportunities app helps in creating and managing all your potential opportunities in a single place. It allows you to track the opportunities based on their territories. It also enables you to add multiple territories for a single opportunity based on your business preferences.

Steps to Enable

  • Login and access the Opportunities app from the universal menu.
  • Click on the more(...) icon and select Settings.
  • On the Settings page, click on the Territories under the Opportunities dropdown.
  • From the Territories page, enable the “Allow multiple territories” toggle to add multiple territories while creating an opportunity.
  • The changes will be auto-saved.
  • Now, go to the create opportunity page, you can view the territories field is changed to add icon.
Create opportunity
  • By clicking on the add icon (+), you can associate the multiple territories for an opportunity.