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Can you please help me to know when to create sale team or sale territory in CRM? What diff and relation between them?
Sales Territories are part of the sales process.A salesperson is a user in Microsoft Dynamics CRM who has to meet sales objectives, such as sales quotas. A territory is a geographical area that is assigned to a salesperson.
Sales Teams are a collection of users who can belong to the same or different business units has all the privileges that the team is entitled to. Creation of a team facilitates easy sharing and also the ease of applying shared security roles to a group versus individuals.
Hope it would help.
Territory is more related to the geographical area whereas sales team is the group of sales person working on an opportunity. You could have a territory say "SouthEast" whos manager is User 1. Now you have added U2, U3 U4 to this territory as member.
An opportunity comes wihtin the region of this territory i.e. South East. Now you can create an opportunity record, assign U3 & U2 as the users under the Sales team.
Hope this helps.
Thank you for for response!
Base on your reply, each sales territory can have their own sale pipeline, is it correct? but sale team only use when we need multi users to view one record?
Please correct me if I'm wrong.
Yes, if you want multiple users to work on an opportunity, you can then add it under Sales Team and also assign the role they are playing on that opportunity.
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