Create a Territory Proposal

You can update active territories directly, or use a territory proposal as a sandbox where you make your proposed changes to your territory hierarchy before activating the changes.

Tip: Use proposals for territory realignments or changes to be activated at a future date.

1. Click Navigator > Territories.

2. Click the Sales Territories Hierarchy tab.

3. In the Active Territories page, click the Manage Proposals button.

4. In the Current Territory Proposals region, click Create.

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

6. You can enter an Activation Date or accept the default which is immediate activation.

7. Click Save and View.

Your territory proposal opens and displays your current territory hierarchy. You can start making your changes.