CRM: Regions - How to set up Regions

Regions allow you to segment out your communities into named groups for custom reporting.

Creating Regions

  1. Click Admin on the left menu.
  2. Click Region on the left Admin menu.
  3. Enter a name for your region in the Region Name field and click the blue + Add button.new_region_area.png
  4. You will now have a new region to add communities to!

Add communities to a region

  1. Click the grey None selected button. This will bring up a drop down with all of your company's communities.
  2. Click the checkbox to the left of each community name to add them to the specified region.

    💡 If you have a large number of communities, use the Search field to quickly locate a community.

  3. Click the grey button again or outside of the community list to save your selection. You will now see your communities added to the region.

 Note: A Community can only exist in one region.

Deleting and renaming a region

  1. In the upper right corner of the region, click the red Delete button.

  In order to rename a region, you must delete and re-create the region.

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