By Territory

You can also view records on maps based on Territory. By selecting the ‘Territory’ in search option , you will get the list of Territories in dropdown. [1]


Select the Territory/Territories the records of which you want to display on the map.


Now, on clicking Search button, all records that fall under the selected territory will be plotted on map.


Note: This dropdown would show those territories also that are created from created under Territory Management section or from Settings -> Sales Territory -> Business Management. [2]


Note: To select territory, territories should be defined by you along with their territory manager in CRM.


To manage territories, follow these steps: Settings > Business Management > Sales Territories.


Also, territories reflect based on territories created under territory management section.

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