Territories

You can assign Territories to customers, prospects, and deals. These are an arbitrary geographical designation that you name. When you create them, you can include territory information when you create customer records. This field is visible in the customers list and in reports. Definition of territories is related to Opportunities when there is an organizational structure defining regions of customer aligning with the sales organization. Examples are: East, West, US, and EMEA. If territories are not defined, then the field does not display on the Customer form. See Customers.

Territories may be created or inactivated at any time. Inactive territories do not appear as a valid selection on Customer forms. Due to the general nature of the Territory form, you may chose to use this field for another purpose and rename Territory. See Interface: Terminology.