Territory Filtering of Products in the Catalog

Configure whether the sales catalog displays only product groups and products within a user's sales territories, or if it displays all product groups and products defined in the catalog.

Furthermore, you can configure whether to have territory filtering off by default, and to let users turn the territory filter on or off as they view products and product groups. See the Set Territory Filter Options topic for more information.

As they add products or product groups to leads or opportunities, depending on how you set up this feature, users can toggle the Filter by Territory option on or off. For example, while editing an opportunity, a salesperson enters "add products" in the search bar. The list of product groups or products appears, where the user can select from product groups and products. The salesperson can enable or disable the Filter by Territory option (depending on setup), to have the display of product groups and products limited to only those in her assigned territories.

For setup steps, see Set Territory Filter Options.

See Add Products to an Opportunity and Add Products to a Lead for more information on the end user tasks in Digital Sales.