Territory Proposals

Use territories to assign teams to leads, opportunity items, and customers. You model and explore territory definitions with a territory proposal without affecting active territories. Activate a proposal to update the existing territory definitions.

Typical Territory Proposal Workflow

This table shows a typical workflow for territory proposals.

Task	Description
Create a proposal	Create the proposal and set an activation date.
Add a territory to the proposal	Add an existing territory to the proposal, or create a new territory. Repeat for additional territories.
Define coverage	Select attributes to define the boundaries of each territory.
Select the territory team	Every territory must have an owner and can have additional team members.
Analyze and compare proposals	Review metrics and graphs to analyze proposals for such things as number of customers and amount of closed opportunity revenue in each territory.
Activate the proposal	Activate a proposal. The proposal remains in pending activation status until the activation date is reached. You can reopen and update the proposal until then.
Run reassignment processes	Reassignment processes are scheduled to run periodically.