Change Territory Coverage in a Proposal

A new child territory has the same coverage as the parent. Change dimension selections and included or excluded accounts, contacts, and households to refine the coverage. Your changes aren't active until you activate the proposal.

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

2. In the Territories table, select the territory you want to change.

3. If the territory isn't already added to the proposal, then click Add to Proposal.

4. Click Edit Coverage.

5. In the Edit Coverage window, do this for every dimension you want to change:

   1. Select the dimension from the Dimensions list. (For the Address dimension, enter values in the correct address column.)

   2. Add or remove dimension members from the Selected Dimension Members box.

   3. Optionally, click Add Members in Bulk and enter several members or ranges of members separated by commas and click OK.

   4. Click Save and Close.

6. In the Included Customers region, select and add specific accounts, contacts, and households to include in the territory.

7. In the Excluded Customers region, select and add specific accounts, contacts, and households to exclude from the territory.

8. Click Done.