Assign Sales Owner by Region

Create a New Region

1. Click Administration in the sidebar to the left.​

2. Click CRM Settings in the expanded menu.

3. Click the navy blue New button in the top right corner.

4. Type the Name of the region.

5. Select the Sales Owner from the available options in the dropdown.

It is important to note that not making any other selections means that all leads coming into the system will be automatically assigned to the chosen Sales Owner, since there is no other differentiating criteria. In order to assign specific criteria, you must make selections in either the Concept, Country, State/Province or Postal Code fields, even though those fields are not required.

6. Click Save to create your new Region.

Edit a Region

1. Click Administration in the sidebar to the left.

2. Click CRM Settings in the expanded menu.

3. Click Edit on the line for the Region you would like to edit. Make your changes and click the green Save button when finished.

Delete a Region

1. Click Administration in the sidebar to the left.

2. Click CRM Settings in the expanded menu.

3. Click the downward facing arrow and select Delete on the line for Region you would like to remove.

   

   When the system is automatically assigning leads to regions, it will first look at the postal code, then state, then country.