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CRM · Guide 14

Territories

Organise your sales team by geographic territory with Ghana region support.

  • Sales and customer teams
  • Updated

In this guide

14.1 Viewing Territories

  1. Go to Sidebar > CRM > Territories
  2. View territories with assigned reps and performance metrics

14.2 Creating a Territory

  1. Click New Territory
  2. Enter a name
  3. Select Ghana region(s) covered
  4. Assign team members
  5. Click Save

14.3 Territory Performance

Click a territory to view:

  • Revenue generated
  • Number of customers and deals
  • Win rate
  • Performance by team member