Create Territories
- Open the territory model where you want to create the territory.
- If you need to, select Tree View from the drop-down to show the model’s territory hierarchy, including any existing territories.
- To create a top-level territory, hover over the territory model name and clickCreate Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory.
- On the New Territory page, define the territory: give it a meaningful label, choose its territory type. If the territory requires different user access for accounts and opportunities than the default user access for those records, define the territory’s user access levels.NoteA territory’s access level is inherited by the parent territories above it in the territory hierarchy. For example, San Francisco (view opportunities) is a child territory of California (view and edit opportunities). A user assigned to California has view access to San Francisco opportunities, not view and edit.
- Click Save.