Customer Territories Maintenance

Usage:  

If your lab has Sales people that are assigned to particular territories, this list is where each territory must be defined. This feature may be used in conjunction with Sales People.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Territories

V11 - CRM- Customers - Territories

Customer Territories Maintenance form

hmtoggle_arrow1How to add a new Territory:

1.Click V11 - new and the New Value(s) form will open.  

2.Enter the new Territory name.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Territory name:

1.Select the Territory record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.

3.Enter the new name in the Territory field. 

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Territory:

1.Select the Territory you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.