Work with Active Territories in Workspace

Use Workspace to create and make changes to your active territory hierarchy. If you prefer to use proposals to change multiple territories, go to the Sales Territories Hierarchy tab.

Search and filter your list to begin working. When you open and edit a territory from your list, the Next button opens the next territory to edit. If enabled and you have the correct privileges, you can work in nested tabs to navigate across and between territory records without losing context. Use dynamic tabs and nested tabs to resolve territory gaps and overlaps. Manage customer-centric territories in Workspace. Use other methods for partner-centric, resource-centric, and inheritance recipient territories.

You can search by territory details and coverage attributes. Here are some coverage search tips.

• The industry, organization type, product group, and auxiliary 1-3 dimensions are hierarchical. A search for descendant member values finds only territories defined explicitly with the descendant value. For example, to search for territories which cover the product group Laptop X, but not its parent Hardware, Laptop X must be present in the territory coverage.

• To search for territories using customer inclusions or exclusions, use the Coverage: Account: Name filter.

• Accounts are hierarchical. To search for territories based on a descendant account, the account must be explicitly selected in the territory coverage. For example, to search for territories which include Account ABC USA, this account, and not the parent ABC Global must be present in the territory coverage.

• Accounts are hierarchical. To search for territories based on a descendant account, the account must be explicitly selected in the territory coverage. For example, to search for territories which include Account "ABC USA", this account, and not the parent "ABC Global" must be present in the territory coverage.

• When you use dimension filters to search, you can use only one dimension filter. Here are some exceptions:

  • You can use the coverage type filter together with a dimension filter.

  • Multiple address dimension filters can be used together. For example: Coverage: Country and Coverage: Postal Code

  • The Coverage: Sales Channel and coverage: Sales Subchannel filters can be used together.

• For most dimension filters the search finds all territories with a regular dimension coverage or an inclusion or exclusion coverage matching the value.

• You can't search using these coverage fields:

  • Include Hierarchy: This indicates that the account plus its hierarchy is included or excluded from the territory coverage.

  • Coverage: Partner: This field represents the partner accounts that are included or excluded in the territory coverage.