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We have customers with facilities and contacts in various states and our sales team is geographically assigned. I see plenty of documentation about creating territories, but I'd like to assign accounts and contacts to those territories. Here's a few current examples
Company A is located in NY and is associated with the NY Territory. The NY Territory is managed by Sales Person 1
Company A also has contacts in PA which should be associated with the PA Territory. The PA Territory is managed by Sales Person 2
At the end of the month we need to evaluate the performance based on the territories managed by the sales teams:
Can this be done with the standard territory management or do we need to purchase an additional territory management tool like maplytics?
You can add user as member to territory.
Set up sales territories to organize business markets by geographical area - Power Platform | Microsoft Docs
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