Support for territory both for contacts, deals and companies

I need to be able to separate all my operation per sales territory. Contacts needs to be assigned and have a territory field filled out, but I want to carry it over to deals and companies, as well as to be able to report on marketing leads that converted (or not) per territory (could be a group of countries or states).


Today I've created a custom field sales territory per contact, but now I can filter it in the deals, so I need to copy it and create deal field as well.

1 Reply
Regular Contributor

I had to do the same thing