Important

You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

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Available in OroCRM

Sales Territories per Organization

Hint

Read more on this topic in Sales Territories.

To enable sales territories for leads, opportunities and all types of customers per organization:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.

  3. Click CRM > Sales Territories in the panel to the left.

  4. Clear Use System and select Enable Sales Territories.

  5. Click Save Settings.

    When enabled, Territories will appear under Sales in the main menu.

    Note

    Sales Territories are disabled by default.