Sales Territory Management – ISI

You can assign sales reps and account managers to sales territories in Aurea CRM.

If you add a new company, person or property, the territory is determined based on the address (Country and Postal Code fields) and the corresponding rep assigned to the territory is assigned to the new company/person/property.

You can generate sales groups and property manager records automatically (see Sales Territory Management Info Area, Applying the Sales Territory Management Settings, Automatically Generated Records)

To generate sales groups and property manager records manually (see Adding Sales Groups, Adding Property Managers).