Contact territories enable you to segment your contacts according to territories. The contact territories created on this page will show within the Territory drop-down when creating a new customer/contact. Check out the contact details guide to learn more.
Accessing the Contact Territories page
Navigate to Setup → Custom fields → Contact territories.
Creating a new contact territory
1. Click the New Territory button at the top right corner of the screen to create a new territory.
2. A new window will pop up and then enter the territory name.
3. Click on Save.
Contact Territory Page
A. Search field - Click the search territories bar and enter a portion of the territory name to auto-search.
B. New Territory button - Click this button to start creating a new territory.
C. Edit Contact territory - Clicking on the pencil icon will allow you to edit the territory. Select the Update button to apply the changes.
D. Delete Contact territory - Clicking the trash icon will delete the contact territory. A warning window will appear asking to confirm the deletion.
Territories assigned to contacts cannot be deleted.
E. Territory name - This is where each existing territory is displayed.