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Configure Global Sales Territory Settings 

Hint

Read more on this topic in Sales Territories.

A sales territory is the customer group or geographical area for which an individual salesperson or a sales team holds responsibility. To enable sales territories for leads, opportunities and all types of customers:

  1. Navigate to System > Configuration in the main menu.

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

  3. In the General Setup section, clear Use Default and select Enable Sales Territories.

    ../../../../../../../_images/sale-territories-config.png

  4. In the Available Entities section, clear Use Default and select the entities you want the territories to apply to.

  5. Click Save Settings.

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

    Note

    Sales Territories are disabled by default.