Overview

Sales Territories are used to designate geographical areas for your Salesmen to cover. 

To get started, select Sales Territory from the Settings menu.

Navigation Menu

• Sales Territory
  • Create a Sales Territory
  • Edit a Sales Territory
• See it in Action

Sales Territory

Create a Sales Territory

To create a Sales Territory, click the New Sales Territory button in the upper left-hand corner of the screen.

The Sales Territory drawer will appear. Give your Sales Territory a name and description.

When you're finished entering your information, click Save. 

Back to Navigation Menu

Edit a Sales Territory

To edit an existing Sales Territory, first select the Sales Territory from the list on the left-hand side of the Sales Territory window.

Once you've selected the Sales Territory you want to edit, make your changes in the information fields on the right-hand side of the screen.

When you're finished making your changes, click Save. 

Back to Navigation Menu

See it in Action

Sales Territory dropdowns appear in various places in SalesPad Cloud, including the Salesperson drawer.

Back to Navigation Menu