Documentation / Lead & Pipeline Management (CRM) Sales Teams & Territory Allocation Updated 2026-08-31 Copy link Print In this section Set up sales teams: leader, email alias, invoicing target and members A sales team is the unit everything in CRM and Sales hangs from: which deals a… Set member capacity, pause assignment and the two lead filters A team member record is one person's place in one team, and it is where you say… Map sales territories as circles and hand their opportunities to a team A territory is a circle drawn on the map: a centre point and a radius in… Automatically assign leads to sales teams and salespeople Rule-based assignment is how WindoorERP hands out unassigned enquiries by… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo