Organize and manage your corporate structure by adding new regions
Overview:
Regions allow your organization to group offices by geography or management structure. In CE Zoom (V2), creating new regions is quick and flexible. You can update or add regions at any time to match your evolving organization.
Steps to Create a New Region:
-
Access the Regions Manager
From your Executive Suite Dashboard, click “View all” in the Regions section card. -
Open the Region Creator
In the Region Manager, click the “Create Region +” button.
This opens a new region profile form. -
Enter Region Details
Fill out the required fields:-
Region Name
-
Region Manager (First & Last Name, Email, and Phone)
-
Country and State/Province
-
Corporate Address, City, Zip/Postal Code
Optional fields include Region ID, Fax, and Apt/Bldg #.
-
-
Upload a Region Image (Optional)
Add a photo or logo by clicking the Upload button. -
Save Your Region
Once all necessary information is entered, click Save.