How Do You Set Up Territory Management in Zoho CRM to Organize Sales Teams by Region or Product?
Territory Management helps you organize and manage users, leads, and deals based on geographic or business-based divisions.
Enable Territory Management:
Go to Setup → Users & Control → Territory Management → Enable.
Create Territories:
Define each territory (e.g., “North Zone,” “SMB Clients”) and assign managers or reps.
Assign Rules:
Set criteria for automatic record assignment (e.g., Country = “USA” → North America Territory).
View Territory-Based Reports:
Use filters in reports and dashboards to analyze performance by region or team.
Why This Workflow Matters:
Territory Management promotes better team organization, localized sales strategies, and clarity on ownership—especially for companies with multiple sales divisions.
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