ERPNext CRM & Sales
What is Territory?
- Territory
- Territory in ERPNext is a geographic sales zone used to assign leads, customers, and sales targets to specific sales persons and regional managers.
Territory Hierarchy
Go to Selling → Territory → New. Build a tree: India → West → Maharashtra → Pune. Assign each Customer and Lead to a Territory. Sales Persons are linked to territories, so ERPNext auto-assigns leads based on the territory of the enquiry source.
Territory-Wise Sales Targets
Set sales targets per territory per fiscal year under Selling → Sales Person. The Territory Target vs Achievement report tracks actual order value against targets, enabling regional performance reviews and commission calculations.
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Related Terms
Lead
A Lead in ERPNext is an unqualified sales prospect — a person or company that ha…
Customer
A Customer in ERPNext is a party master record for businesses or individuals who…
Sales Person
A Sales Person in ERPNext is a hierarchical record for sales representatives, us…
CRM Pipeline
The CRM Pipeline in ERPNext is a visual Kanban or funnel view of all Opportuniti…
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