To Do This:
- In your Main Menu, head to the Admin section and select ‘Manage Sales Area’.
- Select ‘+ Add New’ and enter the name of the Sales Area.
- Select ‘Update’ once complete.
- To edit a Sales Area, select the blue ‘Edit’ button beside. Remember to select ‘Update’ to save any changes made.
- To delete a Sales Area, select the red ‘Delete’ button. Select ‘Yes’ to confirm deletion.
- Remember, if you have any Leads or Contracts associated to a Sales Area, the system will not allow you to remove it.
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