Last Revised: 31 Dec 2019 Written by Veloxity CRM Time Estimate: About 1 minute to read.
You are looking at a screenshot demonstrating where to configure Sales Divisions Basis:
Figure 1. Sales Division Configurations.
On the Main Menu, select My Profile > App Setup > CRM Setup > Sales_Division_Management
- On the Main Menu, at the top of the Screen, click My Profile.
- Click App Setup.
- Click CRM Setup.
- Click Sales Division Management (see #1, Figure 1).
- Select one of the following from the picklist (see #2, Figure 2):
- Direct Reporting: An employee is managed by and reports to someone else immediately up the chain of command in the organizational structure (sales divisions used by a single user).
- Territory: An individual salesperson or a sales team holds responsibility for a customer group or geographic area (sales divisions able to be owned by multiple users).
- Click Save (see #3, Figure 1).
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