Automatically
Manually
Here are some scenarios:
Scenarios |
What will happen? |
Record meets the criteria of a single territory. |
The record will be assigned to the territory. |
Record meets the criteria of multiple territories. |
The record is assigned to all those territories. |
Record does not meet the criteria of a parent territory but meets the criteria of its sub territory. |
Neither the parent territory nor the sub territory will be assigned to the record. |
Record does not satisfy the criteria of any territory. |
No territory will be assigned to the record. |
A maximum of ten territories can be assigned to an account. Here are some use cases and the consequence
Here are some scenarios:
Scenarios |
What will happen? |
An account is not associated to the contact. |
Territory will not be assigned to the contact. |
The account associated to the contact does not have a territory. |
Territory will not be assigned to the contact. |
The account associated to the contact has a single territory. |
The account's territory will be assigned to the contact. |
The account associated to the contact has multiple territories. |
Territories will be assigned based on the following criteria:
|
Deals are always associated to Contacts and/or Accounts. Hence, the territory to which a deal should be assigned to is based on the contact or account it is associated to. Note that if you have enabled Deal Rule for Territories then the deals are further validated based on the deal rule and then territories are assigned.
As the first step, deals are assigned to territories based on the associated contact or account.
Contact associated to the Deal - If the contact associated to the deal has a territory assigned to it the same will be assigned to the deal. Additionally, if the Deal Rule is enabled, CRM will check for Deal Rules in that territory and assign accordingly.
Account associated to the Deal - If the contact associated to the deal does not have a territory assigned to it, CRM will check for the Account associated to the deal. It will then assign the territory based on the Deal Rules, if any.
Note:
Also, territories will be reassigned to deals, if the associated account or contact is modified. Here are some business scenarios:
Scenarios - Contacts |
What will happen? |
An account or contact is not associated to the deal. |
Territory will not be assigned to the deal. |
The contact associated to the deal has a single territory. |
The contact's territory will be assigned to the deal. |
The contact associated to the deal has multiple territories. |
Territories will be assigned based on the following criteria for:
|
Scenarios - Accounts |
What will happen? |
The account associated to the deal has a single territory. |
The account's territory will be assigned to the deal. |
The account associated to the deal has multiple territories. |
Territories will be assigned based on the following criteria for:
|
For accounts, the associated child records are contacts and deal. When an account is modified and falls into another territory, the associated contact and deal may also be reassigned to a different territory. The following table will provide details on the various use cases when the parent record is modified.
Here are some business scenarios:
Parent records that are modified |
What will happen to the associated records? |
A record that was part of two or more territories is now reassigned to a new territory. |
Records will be reassigned to the new single territory. |
A record that was assigned to only one territory is now assigned to additional territories. |
Records will remain assigned to the parent record's territory. It will not be assigned to the new additional territories. |
A record that was assigned to only one territory is now reassigned to new territories. |
Records will not be assigned to the new territories. The associated records will not be part of any territory. |
A record that was assigned to more than one territory is now assigned to additional territories. |
Records will remain assigned to the parent record's territories. It will not be assigned to the new additional territories. |
A record that was assigned to more than one territory is now reassigned to new territories. |
Records will not be assigned to the new territories. The associated records will not be part of any territory. |
When the territory's assignment rules are run, records that meet the rule criteria in the territory will automatically be assigned to the territory. Initially, when you go to Setup > Security Control > Territory Management > Assign Territories in your Zoho CRM account, you need to run the rules for the existing accounts. Based on the account's territories, the associated contacts and deals will also be assigned to territories. If you enable Deal Rules, you can run rules for deals as well.
You can look up records and assign them to territories using one of the three options listed below:
To search records and assign to territories
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