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Setting Up Territories

You can set up territories used at your company, including territory hierarchies. For example, a company might organize its sales force into groups, or territories, based on geography, products, or industries. Then, each sales group is responsible for handling the accounts and sales opportunities in its territory. You can use the territories that you set up in Siebel CRM On Demand as the basis for assigning new account and opportunity records.

Before you begin. If your territories have not been defined at your company, determine the naming convention and hierarchy before setting up the information in Siebel CRM On Demand. When entering the information, start from the top level and then add the subterritories. To perform the procedures described in this section, your role must include the Administer Territories privilege.

To set up your territory hierarchy

  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the Territory Management link.
  3. On the Territory Hierarchy page, do one of the following:
    • To add a territory, click New Territory.
    • To update territory information, click the appropriate link in the Territory Name column, and then, on the Territory Detail page, click Edit.
  4. On the Territory Edit page, enter the required information.

    Field

    Description

    Territory Name

    Limit of 50 characters.

    Parent Territory

    If this is a top-level territory, leave this blank.

    Current Quota

    You can enter a quota assigned to this territory.

    Territory Currency

    Inherits your company's default currency.

  5. Save the record.
  6. (Optional) On the Territory Detail page, click New in the Child Territories title bar to add subterritories.

To update the parent territory

  1. In the upper right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the Territory Management link.
  3. On the Territory Hierarchy page, select the child territory.
  4. On the Territory Detail page, click Edit.
  5. On the Territory Edit page, click the Lookup icon next to the Parent Territory field.
  6. In the Search window, select the parent account.
  7. Save the record.

To update records with territory

There are several ways to update the territory field on a record. Typically, this is an automated process:

  • Assignment Manager: You can use Assignment Manager to populate this field and the related owner and team members for the record.
  • Import: When you want to update territory ownership on many records, set the reassign owner flag to trigger the assignment of records using Assignment Manager.
  • Manual: A user can assign their territory to a record.

Published May 2008