Understanding Territory Management In Zoho CRM

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  • Опубліковано 5 лис 2024

КОМЕНТАРІ • 3

  • @praveennov
    @praveennov 3 місяці тому

    Can we have different estimate & invoice templates for different territories, if in case I use territories to classify different departments / business entity.

    • @ZachSpader
      @ZachSpader 3 місяці тому

      You can certainly duplicate templates and customize them for a particular territory. You might even be able to customize a single template so that it adjusts and displays certain information based on the territory.

  • @prostheticaim8030
    @prostheticaim8030 11 місяців тому

    It can only be one Parent Territory but can be associated with multiple Sub Territories that may have different parents, it just unassigns it from the Parent Territory