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CRM · Guide 14

Territories

Organise your sales team by geographic territory with Ghana region support. 14.1 Viewing Territories Go to Sidebar > CRM > Territories View territories with assigned reps and perfo...

Sales and customer teams Updated September 1, 2026

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

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