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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.
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On the settings page, you could see the lists of features that are available for customization as shown below:
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- General
- Assignments
- App Behavior
- Conversion
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