Create and Manage Regions for Accounts

1. Go to the Accounts tab
2. Click Manage Regions in the lefthand sub-navigation
3. Click Add Account Region in the lefthand sub-nav of this page
4. Add your desired Region
   • The Zone Identifier field is optional and does not need to be populated unless instructed otherwise.
5. Click the blue Create button

Duplicate this process for each region you would like to create.

Once you have completed the region setup, there is a Region dropdown when creating/editing a single Account. Once you have assigned regions to the accounts, you can use the Filter on Region filter at the top of the account page.