Territory Management

Handshake’s territory management functionality lets you assign customer accounts to sales territories and reps.

This is critical for sales teams where individual reps should not see each other’s customers or orders, and where only customer service or sales managers should have complete visibility of customers and order activity.

Territory Management Software, Handshake

Territory management ensures that each Handshake user only sees the customer and order information that's most relevant to them. It also allows sales managers to report on the performance of their country, region, or specific sales reps.

You can create user groups, assign customers to specific reps, and add and remove reps based on your staff changes all from the Handshake website.