Add or Edit a Territory or Subterritory

Opportunity Tracking uses territories and subterritories to define sales regions based on geography. Staff members can be assigned to a territory or subterritory for reporting purposes.

1. Click Configuration on the navigation pane.
2. Expand Opportunity Tracking, and then double-click Territories.
   The Territories tree displays on the content pane.
3. Perform one of these tasks:
   • To add a territory, click New.
   • To edit a territory, click it in the tree.
   To add multiple parent territories in the same session, you must first press Ctrl and click the highlighted territory in the tree before clicking New.
4. Enter field information.

   Territories Editor

   Field	Description
   *Territory Name	Enter the name of the territory. The item name in the Territories tree and the Label field in the Interface Visibility section are populated or revised as you type.
   Disabled	Select this check box to prevent sales representatives from selecting or viewing the territory when adding an opportunity.
   Associated Accounts	This read-only field lists the staff members assigned to the territory in their staff account. This field is blank if you are adding a territory.
   Notes	Enter any comments about the territory.
   Visible	Clear this check box if you do not want the territory to be visible on the interface. Note: If you clear a territory’s visibility, you cannot move a visible territory to be subordinate to one that does not have visibility on the interface.

5. Perform one of these tasks:
   • To add a subterritory to a territory, click the territory in the Territories tree, click New, and complete the fields.
   • To edit a subterritory, click it in the tree and edit the fields.
6. Click Save.