Best Practice for Sales Territories

We are going through the process of migrating away from our current 3rd party CRM system to using E10. As it stands at the moment non of our regional sales people have overlapping areas that they manage so I have suggested that we effectively have one single territory per sales rep. Is this seen as a good idea by the wider E10 community?

How do you manage your terroirs? Any suggestions on “Sales Territory” ideas would be helpful.


Hello Mark,

I think you’re on the right track. If you use the capability to restrict reps to their own territories then it’s the best way to do it.

Mark W.