Territory Management in zoho (see forecasting)
£150.00
Break your teams down into Territories
Make it easier to manage your teams and track performance (see forecasting) by configuring territories that your sales people (teams) cover. This could be based on some aspect of the accounts they serve such as geographical area, type of Industry, or some other factor. It could also be based on the type of opportunity e.g., the size or the area of interest.
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Territory set up briefing call
We clarify with you the most effective way to configure your territories you need to manage your team in the most effective way
Territory Configuration
We configure the territories in the way instructed including creating data fields in your Accounts or Opportunities (Deals) records to make automatic tracking possible.