[Applies to: Microsoft Dynamics CRM 4.0]

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 Actions toolbar, click New.
3. On the General tab, enter information or observe any noted restrictions or requirements as needed:
   • Territory Name

     Enter a name that is geographically descriptive.

   • Manager

     Click the Lookup button to search for and select a manager.

4. If this is a new territory, click Save. After you save the territory, new options on the Members tab become available.
5. Under Details, click Members to add members to or remove members from the sales territory.
   • Add members to the sales territory:
     1. On the Actions toolbar, click Add Members.
     2. In the confirmation message, click OK.

        Use the Look Up Records dialog box to add members to the sales territory.

   • Remove members from the sales territory:
     1. In the list of users, select the records you want to remove.
     2. On the More Actions menu, click Remove Members.
     3. 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 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.