1. Implementing Sales
  2. Create a Territory Proposal

Create a Territory Proposal

Here's how to create a territory proposal. A territory proposal is the sandbox where you create the sales territory hierarchy.

  1. Navigate to the Territories work area.

  2. Click the Sales Territories Hiearchy tab (the second tab from the top on the left side).

  3. On the Active Territories page, click Manage Proposals.

  4. In the Manage Territory Proposals page, Current Territory Proposals region, click Create (the plus sign icon).

  5. In the Create Territory Proposal window, enter a name for the proposal.

  6. Leave the Activation Date field blank. You want the proposal to be activated immediately after you build your territories.

  7. Click Save and View.

Your territory proposal opens and you can start building your territory hierarchy.