Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Sales Region == Create sales regions to be used in sales operations. === Sales Region === Define a sales region to be used in the sales proc..."

2018-10-26T19:21:00Z

Created page with "{{BackTo|Screens Reference}} == Sales Region == Create sales regions to be used in sales operations. === Sales Region === Define a sales region to be used in the sales proc..."

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{{BackTo|Screens Reference}}

== Sales Region ==
Create sales regions to be used in sales operations.

=== Sales Region ===

Define a sales region to be used in the sales process.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Search Key''' : A fast method for finding a particular record.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:User#User | Sales Representative]]''' : The person in charge of a document.
* '''Summary Level''' : A means of grouping fields in order to view or hide additional information.
* '''Default''' : A value that is shown whenever a record is created.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Sales Region''' : A defined section of the world where sales efforts will be focused.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

{{BackTo|Screens Reference}}

[[Category:User Guide]]

Screenshot:Sales Region - Revision history

Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Sales Region == Create sales regions to be used in sales operations. === Sales Region === Define a sales region to be used in the sales proc..."