Microsoft Dynamics CRM 2013 Unleashed

Sales Territories

Sales Territories are the grouping of users into one territory, with a common manager specific to the territory, see Figure 12.10.

FIGURE 12.10 Territory view.

Note

The territory manager is not necessarily the user’s manager.

Because users can be assigned to only one territory, if you want to assign a user to more than one of your existing territories, you must create a new territory that covers the existing ones and assign the user to that new territory.

To create a new territory, select New, and enter the territory name, and, if applicable, the territory manager (see Figure 12.11). Users in territories are either users ...