Assign your sales staff to Territories to track your sales geographically and implement regionally-based security.

Overview
Territory Setup stores the relationship between each sales person and the region they work in.  SalesPro also can use Territory information to restrict external sales agents to seeing only the data for their Territory while still replicating with the central database.  The Territory Setup tab is in the CRM Department.

Adding Territories

Click "New" to add a new Territory by entering the Territory Name in the drop-down list (this is one of the few drop-down lists that you can enter data in manually).  Select the sales person's name from the drop-down list, which is populated by Active User Names from Security.  This means the sales person MUST be entered in Security before assigning them to a Territory.

Enter a short description and click "Save" to save it.

The Sales Territories page has an image control where you can attach a map of how your sales territories are organized.  The map is helpful when adding a new Company and deciding which territory the Company is in.  This map is shared by all Territory records, which means you only have to add it once.

Territory Security

Please see the help topic called "Advanced Security" to learn how to use Territories to enforce additional security.