Use the sales territories screens to set up the types of territories that can be assigned to salespeople. These territories display on some sales reports. Only one territory can be assign per salesperson

Sales Territories

  • Go to Settings > Value Lists > Other Value Lists (M to Z) > Sales Territories
  • This will allow you to see a list of sales territories, edit a territories type, or create a new territories type

Territories Fields

Field Description
Active check box To view an inactive account, see Active and Inactive Records.
Territory Code One- to three-digit code that identifies the territories type in Accolent. An entry in this field is required.
Description Description identifying the territory. An entry in this field is required.

 

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