How do I Customize the Territory Management App?

Updated on August 3, 2022 10:28PM by Admin

Managing the territories of your customers is one of the most important aspects of running a business. Territory management allows you to focus on the territories of your business and helps to evaluate the sales and interests of your customers.

Steps to Customize:

  • Log in and access the Territory Management App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the App header.
Tm - Settings

On the settings page, you could see the lists of features that are available for customization as shown below:

TM - Settings Page
  • General
  • Assignments
  • App Behavior
    • Conversion