Configure Properties

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • To put a sales territory model into use at the CRM entities, enter the sys_id of an active sales territory model. By default, this model and its territories will be utilized for sales territory assignments.

    Antes de Iniciar

    Role required: sales territory admin

    Procedimento

    1. Navigate to All > Sales Territory Management > Properties.
    2. On the Sales Territory Management Properties form, enter the sys_id of an active sales territory model.
      Nota:
      By default, this model and its territories are used for sales territory assignments.
    3. Select Save.