Add Child Territories to Your Territory Hierarchy

You can add child territories to your own territory or to another territory in your hierarchy. The child territory copies the parent territory information such as territory type, dimensions, and account inclusions. You then make changes as needed.

Change Active Territories

You can make immediate changes to your active territories. If you see no territories and no parent territory field, then your sales administrator must first create the top territory for the hierarchy.

1. Select from your territories list the territory that will be the parent to your new territory.

2. Go to the Child Territories tab.

3. Click Create Territory.

4. Enter the territory name.

5. Select a different owner for the territory if needed.

6. Change the territory type, if needed.

7. If Territory Precedence is enabled, then you can select a territory function. Assignment compares all territories with the same function and gives precedence to the territories containing included accounts.

8. Click Save and Close to keep the definitions that match the parent. You then return to the Child Territories tab for the parent territory. Click Save and Continue to stay on the Summary tab for your new territory.

9. In the Dimensions tab, you have several choices in the Edit list, depending on your enabled dimensions and the coverage from the parent.

   • Edit Address Coverage

   • Clear Address Coverage

   • Edit Dimensions and Coverage

     Select a dimension and move the values you want to the Selected column. Or click Add Members in Bulk and enter several members or ranges of members separated by commas.

   • Remove All

10. To add accounts, select the Inclusions tab.

    1. Click Add Customers and select Accounts from the list.

    2. Search for and select customers you want included.

    3. Select Include Hierarchy to also include the hierarchy of each customer you added.

11. Use the Exclusions tab to select customers to be excluded from the territory. (Use Application Composer to enable the Exclusions tab.)

12. Use the Team Members tab add and remove team members and designate the territory owner.

13. When you complete making all changes, click Save and Close.

    Your new territory is now active.

Use Territory Proposals

Add territories using a territory proposal you created.

1. In the Manage Territory Proposals page, select the name of your proposal.

2. In the Edit Territory Proposal page, select the parent territory.

3. From the Actions menu, select Create and Update > Create Child.

4. Enter the territory name.

5. Select the owner for the territory.

6. If Territory Precedence is enabled, then you can select a territory function. Assignment compares all territories with the same function and gives precedence to the territories with included accounts.

7. Click Save and Close.

8. Click Edit Coverage.

9. The coverage for the child territory is the same as the parent's coverage. Select the members for each dimension that you want to change.

10. Click Save and Close.