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Setting Up Territories

Before you begin:

  • If your territories have not already been defined at your company, determine the naming convention and hierarchy before setting up the information in Oracle CRM On Demand. When entering the information, start from the top level, and then add the subterritories.
  • To perform the following procedures, your role must include the Manage Territories privilege.

The following procedure describes how to set up a territory.

To set up a territory

  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the Territory Management link.
  3. On the Territory Hierarchy page, do one of the following:
    • To add a territory, click New Territory.
    • To update territory information, click the appropriate link in the Territory Name column, and then, on the Territory Detail page, click Edit.
  4. On the Territory Edit page, enter the required information.

    Field

    Description

    Territory Name

    Limit of 50 characters.

    Parent Territory

    If this is a top-level territory, leave this blank.

    Current Quota

    You can enter a quota assigned to this territory.

    Territory Currency

    Inherits your company's default currency.

  5. Save the record.
  6. (Optional) On the Territory Detail page, click New in the Child Territories title bar to add subterritories.

To update the parent territory

  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the Territory Management link.
  3. On the Territory Hierarchy page, select the child territory.
  4. On the Territory Detail page, click Edit.
  5. On the Territory Edit page, click the Lookup icon next to the Parent Territory field.
  6. In the Lookup window, select the parent account.
  7. Save the record.

To update records with territory

There are several ways to update the territory field on a record. Typically, this is an automated process:

  • Assignment Manager: You can use Assignment Manager to populate this field and the related owner and team members for the record.
  • Import: When you want to update territory ownership on many records, set the reassign owner flag to trigger the assignment of records using Assignment Manager.
  • Manual: A user can assign their territory to a record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.