Configuring the Territory

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create territories to optimize the assignment of a territory to CRM data. Map these territories to the territory model and levels to maintain the hierarchy. Provide conditions for automated assignments, and onboard members with role-based access in a territory for restricted permissions.

    Before you begin

    Role required: sales territory admin, sales territory manager

    Procedure

    1. Navigate to All > Sales Territory Management > Territory.
    2. Select  New.
    3. On the form, fill in the fields:
      Table 1. Territory form
      Fields Description
      Name Name of the territory.
      Description Short description of the territory.
      Model Name of the territory model to which to map this territory.
      Level The associated Territory Level.
      Parent

      Name of the parent territory to create the territory hierarchy.

      If no parent territory is specified, this territory will serve as the highest-level (parent) territory.
      Rank Rank of the territories. Helps in the automated assignment algorithm where the territory with the lowest rank becomes the primary territory.
      Territory Code A unique identifier assigned to each territory.
      Active Select the Active check box to indicate the territory is available for assignments.
      Cascade condition Used during assignment rules, this flag indicates whether the parent territory conditions must be evaluated for all the child territories (under its hierarchy).
    4. Select Submit.
      The new territory is created.