Territory Management

Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts.

Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts.

Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases.

  • You can enable territory management to organize your users into territories and provide access to accounts and their related opportunities and cases.
  • You can manually add accounts to territories, or you can define account assignment rules that assign accounts to territories for you.

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