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Creating Regions

Modified on: Mon, 15 May , 2023 | 03:28 PM


Before you can create sales territories or franchise territories, you must create regions to file those territories into. 

  1. To create regions navigate from our corporate dashboard down that left hand menu to the Admin section. 
  2. From there scroll all the way down to Franchisee Setup. 
  3. And then choose regions. That is going to give us a list of our existing regions. 
  4. To create a new Region click on the green add new button in the top corner.
  5. Regions are divided by state or zip code and are either domestic or international.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.