Siebel Territory Management Guide > Getting Started with Territory Management >

Setting Up a Territory Hierarchy

In this task, 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); this specification is made 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.

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.
3. Assign the territory hierarchy to divisions:
   1. Navigate to the Group Administration screen > Internal Divisions view.
   2. Select the division that represents the sales force.

      See Setting Up Divisions and Positions for Territory Management.

   3. In the Territory Hierarchy field, specify the territory hierarchy for the division.

      TIP:   Use the Columns Displayed command to make the Territory Hierarchy field visible in the Divisions list.

   4. If your hierarchy contains multiple divisions, repeat Step b and Step c until the territory hierarchy has been associated with all divisions.
4. Create the territory records:
   1. Navigate to the Territory Management screen > Territories List view.
5. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Territory #	This is typically a number or a number-letter combination.
   Division	Make sure you have specified the hierarchy before entering the division. You can only specify divisions that belong to the hierarchy.

   1. Repeat Step 5 until all records for all territories in the territory hierarchy have been added.