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Trailhead

Increase Sales Efficiency with Territory Management

Salesforce via Trailhead

Overview

Help your sales team keep track of who's assigned to each account and opportunity.
  • Set up Enterprise Territory Management and assign accounts, rules, and users.
  • Learn advanced skills for managing territories, including performance considerations.

Syllabus

  • Territory Management Basics
    • Get Started with Territory Management for Sales
    • Assign Accounts, Rules, and Users to Territories
  • Advanced Territory Management
    • Optimize Performance for Enterprise Territory Management
    • Get Tips and Tricks for Enterprise Territory Management

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