Overview of Territories

Your territories contain rules for automatically assigning salespeople and other resources to accounts, contacts, households, partners, leads, and opportunity items.

Salesperson

As a salesperson viewing an account, partner, lead, or opportunity, you can see the assigned territories when you view the sales team information. You also forecast your sales by territory. Sales quotas can be assigned to you by territory.

Sales Managers

As a sales manager, you can modify the territories in the hierarchies below your assigned territories. Your sales administrator must create the top territory first. If you see no Parent field and no existing territories, then the top territory doesn't exist. Here are examples of changes you can make to territories:

• Add a new child territory.

• Change the owner of an existing territory.

• Add team members to a territory.

• Remove an existing territory.

• Add specific accounts, contacts, and households to the coverage of a territory.

• Exclude specific accounts, contacts, and households from the coverage of a territory.

• Define or change the definition of a territory coverage.

You can change an active territory directly without using a territory proposal. You can:

• View a list of territories.

• Look at the details for a territory.

• Use the Summary tab to change attributes of the territory.

• Use the Dimensions tab to modify the boundaries of the territory.

• Use the Inclusions tab to add specific accounts, contacts, and households to the territory.

• Use the Exclusions tab to exclude specific accounts, contacts, and households from the territory.

• Use the Team Members tab to change team members or the territory owner.

• Use the Child Territories tab to navigate the territory hierarchy and to add a new child territory.

• Edit territories directly while editing an account. The territory name on the Team tab in the Edit Account page opens the Edit Territory UI.O