How to create territories/ business levels for an activity form?

Business levels represent the levels for segregation of data at deeper levels on based of location. Last level in hierarchy is the territory level which can be state-wise, district or region wise. It helps the customer to view data as per the territory. 

Also, comparison can be done between different territories in terms of tasks done, visits done, orders taken etc.

Here is how you can create territory levels:

  1. From Navigation Menu, go to Configuration module and then click on Activities sub-module.
  2. On left side, you will see all the created activities.
  3. Scroll and select the activity to create Business levels.
  4. Click on the ➕ icon to add new level.
  5. A new side window will appear. Select Organizational option.
  6. Enter Organization Name and Organization Code and click Create.
  7. Add as many organizational levels as required.
  8. Now click on the + icon on the last Organizational level and choose Territory.
  9. Enter Territory Name and Code.
  10. Also, you can add Catalogs for field users. (Optional)
  11. Click Create to create the territory level.
  12. Now simply view all the level by clicking on the activity.

Revision #6
Created Fri, Apr 17, 2020 7:55 AM by Kamna
Updated Mon, Aug 17, 2020 10:06 AM by Kamna