Add a new territory

Administration

Add a new territory

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A territory is any level in the hierarchy tree. New sub-territories can be added to any existing territory in the hierarchy

  1. From the menu select Administration, Employee Administration
  2. Click to select the territory you which to create the new territory in
    Territory structure
  3. Click the Add New Territory action
    Add territory
  4. Complete the new Territory Name
  5. Select a territory type from the drop-down options
  6. Click the Calendar button to change the date you wish the new territory to be active from
  7. Click the Insert button to add the new territory to the hierarchy

Important: If the same name has been used before for a territory that was deactivated, then a warning will appear asking if you would like to reactivate the territory.