Operations CRM - Assign Sales Territory Code to a Company

1. Navigate to "CRM"

   You can assign a sales territory code to a company so a CRM user can view and manage companies assigned to them. First, navigate to "CRM" in the Operations Portal.

   

2. Click "Companies"

   Then, click "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: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Click the more details icon

   Search for the company you wish to add a sales territory code to, and click the more details icon to view the company details.

   

4. Scroll to "Company Information"

   Next, scroll to the "Company Info" section to manage the Sales Territory field.

   

5. Enter the Sales Territory Codes

   Click in the "Sales Territory" field and enter the appropriate sales territory code. You can add multiple values separating each value with a comma.

   

6. Navigate to "Companies" Section

   You can also update the "Sales Territory" field on companies quickly in the Data Grid view. Click the "Companies" breadcrumb to view the company lists.

   

7. Click "Data" Tab

   Then, click the "Data" tab to view the companies in the grid view.

   

8. Click the "Show/Hide Columns" Icon

   Next, click the "Show/Hide Columns" icon to view additional available columns.

   

9. Click "Sales Territory"

   Click "Sales Territory" checkbox to add this column to the grid view.

   

10. Enter the Sales Territory Codes

    Click in the "Sales Territory" field and enter the appropriate sales territory code. You can add multiple values separating each value with a comma.