Defining Regions

TerritoryIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. regionsTerritory regions are optional, but they can be used to group together a number of territories overseen by the same regional sales manager. An unlimited number of regions can be defined for each territory category version, and each region may have an unlimited number of territories. However, a territory may only belong to a single region. are optional, but they can be used to group together a number of territories overseen by the same regional sales manager. See Regions for more information; to better understand how territories work in SalesConnect and the purpose that territory categoriesA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category. serve, you may want to start by reading all of the topics in About Territories.

1. Display the Territory Version detail page for the version for which you want to define regions.

   1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Territories from the Business Rules menu. Or, select in the universal menu, and then select Territory Categories under Territories.
   2. On the displayed Territory Categories page, select the link for the category you want.
   3. On the displayed Territory Category detail page, select the link for the version you want. The Territory Version detail page is shown.
2. On the Regions tab of the Territory Version detail page, select Add.
3. Complete the displayed Region Add popup with basic information for the region, and then select Save. The Territory Version detail page is shown again, with the new region listed on the Regions tab. Repeat the steps above to define all of the regions you need.
4. As needed, use the Territories tab of the Territory Version detail page to associate territories with regions: For each listed territory, select the appropriate region in the Region list, and then select Save when you have finished.