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Prerequisites

   Know the type of access you want to assign to the group (Account, Lead, or Account and Lead).

   Have a good idea about the territory types you plan on assigning to each group.

   To enter territory groups:

1. From the Navigator, choose Setup -> Sales Organization -> Territories -> Groups to open the Territory Groups window.

Depending upon your user responsibility, setting the territory selections may be listed under the Setup/Organization option in the Navigator.

2. Enter the group name and access type in the Name and Access fields, respectively.

Each territory group must have an access assigned to it.

See: Controlling Territory Access.

3. Enter a number in the Number of Winners field or accept the default value of 1.

The Number of Winners field specifies the total number of territories a lead or account can be assigned to within a territory group.

For example, if you set this value to four, Oracle Sales and Marketing randomly selects four territories from the set of highest ranked qualifying territories when assigning an account or lead. If you want all highest ranked qualifying territories to gain access, set this number to 9999. If you do not specify a number, this field defaults to a value of 1, and one territory is randomly selected from the set of highest ranked qualifying territories.

4. Check or uncheck the Enabled check box to disable or re-enable a territory group, respectively.

5. Choose Save on the toolbar to add the territory group to the database.