Sales
The sales organisation for a country, currency, channel, and division. One home area is created from company setup.
Where to find it: Left menu → Sales & CRM → Sales Areas
Step 1
Left menu → Sales & CRM → Sales Areas. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Confirm the default area matches the company country. Add extra areas only if you sell from more than one market.
Step 3
Quotes and orders pick the home area unless you override the channel.
Yes. Sales Areas is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Most companies keep one home area. Customers inherit channel from the profile.
