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Feb 11, 2020 9:57 AM UTC
Solved

How do you edit or remove Territories?

Original commenter did not share additional details
Ryan_MAnswer
Feb 11, 2020 11:55 AM UTC

Hi @accounts234,

 

Let me take care of this query for you. If you're referring to Locations, you can edit them from the All Lists page.

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Tap All Lists.
  3. On the next page that appears, select Locations.
  4. To edit a certain location, hit the down-arrow menu and select Edit.
    • Make the necessary changes. 
  5. To remove a certain location, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the location, but it reduces your usage.) 
In case you're referring to Classes, go through these steps:
 
  1. Click the Gear icon.
  2. Select All Lists.
  3. On the next page that appears, tap Classes.
  4. To edit a certain class, tap the down-arrow menu and select Edit.
    • Edit as necessary. 
  5. To remove a certain class, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the class, but it reduces your usage.) 

Additional customization options for your sales forms can be found in this article: Customize sales forms by location.

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.

2 replies

Ryan_MAnswer
Feb 11, 2020 11:55 AM UTC

Hi @accounts234,

 

Let me take care of this query for you. If you're referring to Locations, you can edit them from the All Lists page.

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Tap All Lists.
  3. On the next page that appears, select Locations.
  4. To edit a certain location, hit the down-arrow menu and select Edit.
    • Make the necessary changes. 
  5. To remove a certain location, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the location, but it reduces your usage.) 
In case you're referring to Classes, go through these steps:
 
  1. Click the Gear icon.
  2. Select All Lists.
  3. On the next page that appears, tap Classes.
  4. To edit a certain class, tap the down-arrow menu and select Edit.
    • Edit as necessary. 
  5. To remove a certain class, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the class, but it reduces your usage.) 

Additional customization options for your sales forms can be found in this article: Customize sales forms by location.

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.

Feb 13, 2020 8:00 AM UTC

Thank you so much :-)