How do I assign deals to sales reps automatically by territory in Zoho CRM?

Use territory management to group records by region, industry or other criteria, then use assignment rules to give each new deal an owner from the right territory. Territory management is available on higher Zoho CRM editions. On lower editions, assignment rules with criteria such as country or state can still route deals to the right rep.

Territories in Zoho CRM are sets of rules. For example, a territory called UK might include accounts where Billing Country is United Kingdom. Users are added to territories, and records that match the rules are placed in that territory. This also controls who can see which records, so plan it with your sharing settings in mind.

Ownership is set by assignment rules. You can create a rule for the Deals module with entries based on criteria, and assign matching deals to a specific user or rotate them among a group in round robin. Rules run when deals are created through forms, imports or the API, depending on how you trigger them. A workflow can also call an assignment rule when a key field changes.

Keep the logic simple. One clear field, such as Region, works better than many overlapping conditions. Add a catch-all entry so no deal is left unassigned, and review the rules when reps join or leave. If you would rather have territories, rules and reporting designed together, Flowpeak can set this up as part of a CRM project.

Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question