Regions

Overview

You can create a custom list of regions in Core CRM to indicate the area of origin of your leads and prospects, e.g., North America, Asia-Pacific, Middle East, etc. It refers to the common locations for your company’s leads and prospects. This helps in the categorization of leads and prospects. Click to watch this video on creating CRM lists in Core.

Field Descriptions

Basic Tasks

Add Regions

View Reports

Advanced Tasks

Export Regions

 

Field Descriptions

Field Name Field Description
CRM Lists > Regions >
Region Name of a region, say Asia Pacific.
Active Indicates whether a region is available to be used for leads and prospects.

 

Add Regions

To add a region, watch this video or follow these steps:

    1. Open the Regions screen from the side menu > Lists > CRM.

    2. In the list view, click Add and enter the required information in the top row of the grid:

      • Region: Name of a region, say Asia Pacific.

      • Active: Indicates whether a region is available to be used for leads and prospects.

    1. Click Done.

The new region is displayed in the grid.

View Reports

To view a report:

    1. Open the Regions screen from the side menu > Lists > CRM.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Export Regions

In Core, you can export the regions to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export region records to a .CSV file, watch this video or follow these steps:

    1. Open the Regions screen from the side menu > Lists > CRM.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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