Zoho Admin Issue Report: Populating the Territory Name Field in CRM

All Contacts & Prospects must have the Territory Name field populated in CRM. Sometimes this field is missed due to some automated process. If you have been assigned to populate some Territory Name fields in CRM, please follow the steps below:

1. Via the report you received, access the Contact or Prospect record by clicking on the provided URL.

2. Locate the proper Territory Name to the best of your ability.

1. If you have the zip, utilized the LE Territory map?
   
2. If an attachment was uploaded, is there a city and state available?
   
3. If a quote was provided, did the Owner provide a city and state?
   

If you cannot determine the correct information, please open an IT Ticket 

Once you have the proper Territory Name and/or Territory Code, update the Prospect or Contact record.

3. Update the Territory Name field under the Primary Contact Information section.

1. You can search by entering the Territory Code or a portion of the Territory Name next to the magnifying glass.
   

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