Territory Management Add-on for SalesLogix version 8 web FREE

SalesLogix has released a FREE Territory Management Add-on for version 8 web.

Territories contain:
‒Regions
State/Country
‒Members
1:Many
•In “Production” it is used to auto-assign an Account Mgr. (Lead & Account).

 

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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