Create or edit a territory

Can I do this task?

1. In the Navigation Pane, click Settings, click Business Management, and then click Sales Territories.
2. On the Territories tab, in the Records group, click New.
3. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
   • Territory Name

     Enter your company's name to describe the territory.

   • Manager

     Click the Lookup button to find and select a manager.

4. If this is a new territory, click Save. After you save the territory, the Members tab becomes available.
5. Under Details, click Members to add members to or remove members from the sales territory.
   • Add members to the sales territory:
     1. In the Navigation Pane, click Members.
     2. On the Users tab, in the Records group, click Add Members.
     3. In the Look Up Records dialog box, add one or more members, and then click OK.
   • Remove members from the sales territory:
     1. In the Navigation Pane, click Members.
     2. In the list, select one or more members that you want to remove.
     3. On the Users tab, in the Records group, click Remove Members.
     4. In the confirmation message, click OK.
6. Click Save or Save and Close.

Notes

• When users are assigned to a territory, they are designated as either a territory user or a territory manager. Each user can be assigned to only one territory. If you need to assign a user to a larger area (more than one existing territory), you must create a new territory that includes the existing territories, and then assign the user to the new territory.
• Data in sales reports can be grouped by territory.