Sales Area
The Sales Area access right in Service Geeni allows users to define sales territories.
Purpose
Users can create and maintain sales representative records used within the system.
Sales representatives may be assigned to customers, prospects, or records to track ownership and responsibility.
These records can also be used alongside Sales Area to organise sales activity by territory and support reporting.
Where It Is Used
Customer & Sites Records
BI/ Reporting
Permission Options
• Create
• Delete
• Edit
• View