Draft Territory

If you want to create a new territory, you can save it as a draft for a while. You need to insert relevant “Territory Name” and “Select Manager” from the drop-down selection.

 

Note: If you select the “Create new territory”, only then you will get the Save As Draft button. [1]

 

By clicking on the Save As Draft button, the territory will be saved as a draft.

 

You can see the draft territory by clicking on the Draft Territory tab from the header of the Territory Management page.

 

You can perform the actions for the draft territory. [2]

 

– View: You can view the draft territory by clicking on the ‘view’ icon.

 

– Add: You can save the draft territory by clicking on the ‘+’ (add) icon and it will be added to the territory list.

 

– Delete: You can delete the draft territory by clicking on the ‘delete’ icon.

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