This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions
In the Navigation Pane, click Settings, click Business Management, and then click Sales Territories.
On the Actions toolbar, click New.
On the General tab, enter information or observe any noted restrictions or requirements as needed:
Enter a name that is geographically descriptive.
Click the Lookup button to search for and select a manager.
If this is a new territory, click Save. After you save the territory, new options on the Members tab become available.
Use the Look Up Records dialog box to add members to the sales territory.
Remove members from the sales territory:
In the list of users, select the records you want to remove.
On the More Actions menu, click Remove Members.
In the confirmation message, click OK.
Click Save or Save and Close.
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 want to assign a user to a larger area, you must create a new territory that encompasses the area, and then assign the user to the new territory.
Data in sales reports can be grouped by territory.