Create a new territory inside your revenue organization with Cargo
In this guide, we will guide you through the process of creating a territory in Cargo using the revenue organization module. This feature allows you to handle assignment logic consistently across different tools from a single interface.
Before you begin
Ensure you have added your sales tools identifying the relevant sales members as connectors to Cargo. For instance you may want to install HubSpot connector to synchronize users.
Navigate to the 'Revenue Organization' section in left sidebar. This gives you full overview of the current revenue organization setup for this Cargo workspace.
Click the + button next to the territories section. This will open a new territory form.
Fill in the details of your new territory:
- Label: Enter a name for your territory. For example, 'US'.
- Color: Choose a color to represent your territory.
- Description: Add a description for your territory to provide additional context.
- Select Members: Choose members to be assigned to this territory.
- Select Fallback Member: Choose a fallback member to handle assignments when primary members are at full capacity.
Once all configurations are set, click the Save button at the top right to
finalize the creation of the territory.
Outcome
Now, you have successfully created a new territory in Cargo using the Revenue Organization module. With this setup you can now directly assign leads to territories and sales reps from within a workflow using the allocation node.