4 Steps to Deciding if Territory Management is Right for You
Jun 17, 2009No, Territory Management has nothing to do with managing the Pacific Northwest - or anywhere else. Instead, you can use this feature to organize and share data beyond the traditional role hierarchy to include accounts, opportunities, and cases, based on any record characteristics you define. As a result, you can also start forecasting in a whole new way.
Territory Managment is available to customers with Salesforce CRM Enterprise or Unlimited Edition. It's a very powerful feature that cannot be disabled once it is turned on. For that reason, it's critical that you carefully consider whether this feature is right for your org. This best-practice document will help you decide.
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