Operation CRM - Manually Assign Sales Territory to a Company

1. Navigate to the CRM section

   To manually assign a sales territory to a company, navigate to the CRM section.

   

2. Click "Companies"

   Click the "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for a company

   Search for a company.

   

4. Click "more details"

   Click the "more details" icon.

   

5. Click on the "Sales Territory" field

   Click on the "Sales Territory" field.

   

6. Type in the territory name

   Scroll down and type in the territory name.

   

7. Navigate back to "Companies"

   Navigate back to the "Companies" page.

   

8. Click the "show/hide" icon

   Click the "show/hide" columns icon.

   

9. Click the "Sales Territory" option

   Click the "Sales Territory" option to have it display on the main grid.

   

10. Sales Territory column

    The "Sales Territory" column is now displaying and is updated with the value entered on the details page.

    

11. Click the Data tab

    There are a couple of other ways this field can be updated. You can do this on "Data" tab.

    

12. Click "show/hide" icon

    Click the "Show/Hide" icon.

    

13. Click "Sales Territory"

    Click the "Sales Territory" option to have it display on the main grid.

    

14. Update the value

    Double click into the cell and update the value. Click outside of the cell to save the update.