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LindsayB215
Posts: 3
Registered: ‎01-02-2014

How to Add New Territories?

‎01-02-2014 11:28 AM

How to Add New Territories? I am a new admin user and not sure how to do this. Can anyone help?

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Employee
Employee
EmmaNixon
Posts: 314
Registered: ‎05-19-2009

Re: How to Add New Territories?

‎02-21-2014 07:05 AM

Territories don't exist as such in SLX.  Therefore it sounds like a Customisation?

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AdamTravers
Posts: 514
Registered: ‎03-24-2009

Re: How to Add New Territories?

‎02-21-2014 07:18 AM

The equivalent in Saleslogix is called Teams. To add a new ‘Team’ login to the Saleslogix Administrator as the Admin user - Go to Teams | Right mouse click and select New Team. You can then assign users and Accounts to your Team.

Regards, Adam Travers
empath-e Services Limited
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