Setting Up a Sales Territory

To set up a sales territory:

  1. Go to Setup > Sales > Sales Management > Sales Territories > New.

  2. On the Sales Territory page, enter a name for this territory.

  3. Enter a description for this territory.

  4. Choose Match all rules if customers must meet all of the criteria for the rules you select for with this territory.

    Choose Match any rule if customers can meet any of the criteria for the rules you select for this territory.

  5. Check the Inactive box to inactivate this sales territory.

  6. On the Configure Rule Definitions subtab, in the Apply Rule column, select a sales rule to apply to this territory, and then click Add.

  7. Repeat the preceding step for all rules for this territory.

  8. Click the Lead Assignment subtab.

  9. In the Sales Rep field, select a sales rep, sales group, or sales team to assign this territory, and then click Add.

    For information on how to make an employee a sales rep, see Marking an Employee as a Sales Rep.

    Note:

    If you do not use the Team Selling features, you can make a sales group appear in this list. Check the Sales Group box on an employee group record.

  10. For each sales person or group you want assign to this territory, repeat the preceding step.

    NetSuite evenly distributes leads, prospects, and customers that meet these rules to all of the sales reps and groups you select.

  11. Click Save.

After you set up the sales territories, you can prioritize them. For more information, see Prioritizing Sales Territories.

Related Topics

General Notices