To create a Sales Region:
1. From the menu, click Settings --> Sales & Marketing Settings.
Then go to section Lead Management and click "Sales Regions."
2A. Click “Add Sales Region”.
2B. Or, if editing a Sales Region, click the pencil symbol.
3. Name your Sales Region (required).
4. Choose the Branch you want to include (required).
5. Choose the Marketing Area you want to include (required).
6. Click “Save."