Siebel Territory Management Guide > Setting Up Territory Management > Process of Setting Up Territory Management >

Setting Up a Territory Hierarchy

To set up the territory hierarchy, you create the record for the territory hierarchy, then assign the hierarchy to the division, and then add the territory records.

At this stage, you create the territory records and can give them names that reflect geographic areas. However, you do not define specific postal codes (or geo zones); you define this specification later as part of the territory alignment. For example, you may create a territory record once, create a new territory node for it every six months, determine its boundaries when you do major alignment, and then adjust its boundaries monthly in a minor alignment.

NOTE:  For information about creating territories through bulk loading, see Using EIM with Territory Management.

This task is a step in Process of Setting Up Territory Management.

To create a territory hierarchy and territory records

  1. Create the territory hierarchy record:
    1. Navigate to the Territory Management screen, Hierarchies List view.
    2. Create a new record and complete the necessary fields.
  2. Create the territory records:
    1. Navigate to the Territory Management screen, Territories Administration view.
    2. Create a new record and complete the necessary fields. Some fields are described in the following table.

      Territory #

      This is typically a number or a number-letter combination.

      Primary Hierarchy

      Select the primary hierarchy for this territory.

      Alignments can be activated only for the primary hierarchy. Non-primary hierarchies are used only for simulation, as described in One Territory in Multiple Hierarchies.


      Make sure you have assigned the hierarchy to divisions before entering the division here. You can only specify divisions that belong to the hierarchy.

    3. Repeat Step b until all records for all territories in the territory hierarchy have been added.
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