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What is enterprise territory management?
Use Enterprise Territory Management to manage and maintain your company’s sales territories. Create territory types, build a model, and then add and test your account assignment rules. When you’re satisfied with your model, activate it, then assign users and accounts.
What are the benefits of territory management choose 3 answers?
The ability to use account criteria to expand a private sharing model. Support for complex and frequently changed sales organization structures. Support for transferring users between territories, with the option to retain opportunities. Multiple forecasts per user, based on territory membership.
How is enterprise territory management used in business?
Enterprise Territory management is used to share Account and its related opportunity and Cases. Account can have multiple Territories. Opportunity can have only 1 Territory. Think about it – If Opportunity allowed to have multiple Territory, how revenue would be split between multiple Territory and what would be business rules ?
What is a territory management system in Salesforce?
Territory management is an account-sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.
How are territories organized in a territory management unit?
Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type. You use territory types only to organize and create territories. They don’t appear on territory model hierarchies.
Why is it important to manage sales territories?
With sales territories, it’s easy to keep track of which reps are assigned to which accounts and opportunities. If you manage territories effectively, you’re allocating resources efficiently, so you’re more likely to maximize sales and profits. And territory management keeps things fun, because it encourages healthy competition within your team.