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We are looking for options to implement Microsoft Dynamics Territory Management for our Sales organization. We are primarily a US based Bank with 5 distinct sales regions with relationship managers in each of those regions supporting commercial clients around various banking products.
Looking for user guides, and collateral that will help set the proper expectations and requirements for our IT team to deliver on this functionality.
Hi Robert Diaz,
This article explains how to set up sales territories to organize business markets by geographical area. It is included within this administrator and sales manager guide.
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