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Deal and Territories Management

Jul 31, 2017 at 01:29 AM

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Hi, expert.

When i register a Deal, i want restraint to 'Total Value' and 'Products' according to 'Teritories'.

How can i solve this issue?

I'm looking forward to your help.

Thanks.

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HI Deok,

Could you please elaborate your issue bit more?

Santosh

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Santosh Kumar Vadicherla

Hi, Santosh Kumar Vadicherla.

For example,

'A' Territory(Country) has product 'a1'.

'B' Territory(Country) has product 'b1'.

When i create deal in Territory 'A', I can't include product 'b1'.

I like to use these restriction.

I appreciate your attention.

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1 Answer

Best Answer
Ricardo Noronha
Aug 02, 2017 at 01:36 AM
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Hi Deok,

I don’t think this is possible to restraint to 'Total Value' and 'Products' per 'Territories'

Territories can be done in the objects directly like Accounts, Sales quote, opportunities and so on. The system will give you the feasibility to use multiple territories for accounts (question needs to be scoped) but Sales quote, opportunities will be considered as single territory.

Ricardo Noronha
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