With Territory Management, the following criteria determines who can access the records in a territory.
Users can edit records in their territory only if:
|Territory Members (Read-only Permission)|
|Territory Members (Read-write Permission)|
|Owner of CRM Records|
Before you enable Territory Management for your organization's account, please make sure that you have read our Decision Guide for Territory Management. While enabling this feature, you have two options:
Build territory hierarchy from scratch - Using this option, you can create territory hierarchy from scratch.
Extend your territory hierarchy from role hierarchy - Using this option, you can replicate the hierarchy from Roles to Territories. All the users in a role will be added as user in the territory. The role managers (in the new role hierarchy) will be transferred as territory managers. You may later have to change the territory hierarchy as per you business needs.
It is important to note that you can either build territory hierarchy from scratch or extend your role hierarchy to territory hierarchy. Once the option is chosen, you cannot go back to the other option.
Once territory management is enabled:
To enable territory management
Creating a territory requires you to specify criteria based on which territories are assigned to accounts. With Deal Rule enabled, you can specify criteria based on which territories are assigned to deals. Once you enable the Deals Rule, whenever you create a territory or edit an existing one, the option to add Deal Rule will be available.
You can disable the Deal Rule any time. On disabling, the deals will be automatically reassigned to the territories based on the associated account's territory. When you enable again, deals will be automatically assigned to territories based on the Deal Rules.
To enable or disable deal rule
Users with the Administrator profile can create territories. Territory managers also have the default privilege to create sub territories for their territories.
To create a territory
Under each territory, you can create sub territories. In case a sub territory does not have a manager, the parent territory's manager administers the sub territories.
To create a sub territory
When you delete a territory:
To delete a territory
When you enable territory management, you can configure the organization's forecast settings and begin creating forecasts every quarter/month. See Also Forecasts Based on Territory Hierarchy
To configure organization's forecast settings (after enabling territory management)
You can disable territory management. On disabling this feature the following will not be accessible:
To disable territory management
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