How to Automatically Assign Leads Based on Region in Zoho CRM

1. Click the gear icon (⚙️) for Setup.

2. Under Security Controls, go to Territory Management (You'll need Admin permissions to enable Territory Management).

3. In Territory Management, click Create New Territory.

4. Give it a name — e.g., Lagos Region, Abuja Region, South-East Nigeria, etc.

5. Add a description (optional).

6. Assign a Territory Manager (the sales rep responsible for that region).

7. Add Users to the Region and assign them Permissions.

8. In the Territory Rules section, click Add Rule.

9. Select the Leads Module and fill out the rule criteria.

10. Click Save, and Done.