Territory Hierarchy in Zoho CRM is the organisational structure that defines how sales territories are nested - from country-level territories down to city or account-type segments. The hierarchy controls data visibility: managers at higher levels can see records across all territories below them.
In Zoho CRM, Territories can be organised into a hierarchy. A parent Territory might be “India” with child territories “North India”, “West India”, “South India”. Under “West India” you might have “Mumbai”, “Pune”, and “Ahmedabad”. This tree structure determines how data rolls up for reporting and who can see what.
A sales manager assigned to “West India” can see all records in Mumbai, Pune, and Ahmedabad without being explicitly added to each territory. This makes the Territory Hierarchy the primary mechanism for giving regional managers cross-territory visibility.
The Role Hierarchy in Zoho CRM is based on organisational position (VP sees Manager sees Rep). The Territory Hierarchy is based on geography or account segmentation. A rep can belong to a Role Hierarchy position and also be assigned to one or more Territories simultaneously. Both affect data visibility but via different mechanisms.
Territory Hierarchy in Zoho CRM is the organisational structure that defines how sales territories are nested – from country-level territories down to city or account-type segments. The hierarchy controls data visibility: managers at higher levels can see records across all territories below them.
Role Hierarchy is based on organisational structure (who reports to whom). Territory Hierarchy is based on geography or account segmentation. Both affect data visibility but are configured and managed separately.
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