Definiciones de Interés

This topic group provides administrative procedures required for creating territories and ongoing system maintenance. It also includes information on administration tools and utilities.

This section covers the following topics:

■ Getting Started

■ Creating Individual Territories

■ Using the Territory Details Window

– Creating Territory Types

– Selecting the Resources for a Territory – Creating Escalation Territories – Entering Qualifier Territories

– Copying an Entire Territory Hierarchy

■ Using a Template to Create a Large Number of Territories

– Step 1: Creating A Template

– Step 2: Creating Mass Territories with a Template – Entering Static Qualifier Values for Templates – Entering Dynamic Qualifier Values for Templates

– Creating Geographical Territories Using a Template (Example)

■ Creating Customer Name Range Groups

■ Creating Mass Change Territory Resources

■ Tips for Fine-tuning Territory Assignment Performance

■ Running Concurrent Programs

Getting Started

The territory administrator begins the territory creation process. This territory process may use different ways to create territories either with or without using templates or types. It can also include the use of escalation territories to help manage future escalations.

The Territory Administrator performs the following tasks:

1. Creating Individual Territories 2. Creating Territory Types 3. Creating Escalation Territories

4. Using a Template to Create Large Numbers of Territories 5. Creating Customer Name Range Groups

6. Creating Mass Change Territory Resources 7. Running Concurrent Programs

Creating Individual Territories

Perform the following steps to create individual territories with or without using territory types:

1. Create territory overview information with the Overview tab.

2. Select transaction qualifiers using the Transaction Qualifiers tab.

3. (Optional) Select resource qualifiers using the Resource Qualifiers tab.

4. Select resources using the Resources tab.

5. (Optional) Create subterritories using the Subterritories tab.

Prerequisites

There must be aTerritory Planin place.

Note: Before setting up all your territories, set up two or three first. Generate the package and test territory assignments to make sure that transactions are correctly assigned. When these few territories work correctly, continue setting up all territories.

Steps

1. From the CRM Administrator responsibility, select Territory Manager >

Territory Administration.

2. Select Define Territory from the Administration pull-down menu.

The Territory Details window opens.

3. Select the Overview tab.

a. Use the list of values (LOV) in the Usage field to select the type of

application you want to use in this territory. Your selection limits the types of qualifiers that can be used in the territory definition.

b. Enter a name and description for the territory.

c. To limit the time the territory is effective, enter the Start and End Dates. By default the territory become effective on the date that you create it.

d. (Optional) Verify that the parent territory is the territory you selected in the Navigator. If this is not the parent territory, then use the LOV to select the appropriate parent territory.

e. (Optional) If you have created an escalation territory for this territory, then enter it using the LOV in the Escalation field.

f. (Optional) If you want to use an existing territory type to create this territory, then use the LOV to enter it in the Type field.

g. Use the Transaction Types LOV to select one or more types of transactions based on the territory usage. Available values include account, lead, opportunity, and service request. Note that some application types allow you only one transaction type.

Note: You can also use the Select the Territory from the Tree Navigator that serves as a parent to the new territory and right-click to select New from the pop-up menu.

WARNING: If you use a territory type, then you are restricted to using the qualifiers set up in that territory type.

4. Select the Transaction Qualifiers tab.

a. (Optional) If this territory is part of a hierarchy of territories, then click Show Inherited Qualifiersto examine which qualifiers this territory has inherited from its parent territory or territories.

b. (Optional) If you have used a territory type to create this territory then the qualifiers are already prefilled.

c. If you are creating a new territory without a territory type, enter the qualifiers you are going to use in the Transaction Qualifiers region.

d. If you want to enter overlapping values for a qualifier, then check the Overlap Allowedcheck box.

e. Enter the values and operators for each qualifier.

5. (Optional) Select the Resource Qualifiers tab.

a. Use the LOV in the Name field to choose the type of resources for the territory.

b. Use the LOV in the Operator field and Value field to make the appropriate selections.

6. Select the Resources tab.

a. Select the resources for the territory using the LOV in the Name field.

b. Enter the Group level from the LOV in the Group field.

c. Enter Role from the LOV in the Role field.

d. Select Access Type from the LOV in the Access Type field.

7. (Optional) Select the Subterritories tab.

WARNING: Be cautious while using the freeze check box. It is suggested that you leave this freeze box unchecked at all times unless it is necessary. You cannot undo changes once the freeze box is checked.

Note: Use Mass Create Templates only when creating territories with a territory template. Specify the template name in the Overview tab before clicking this button.

Use this tab if your territory hierarchy includes territories below the current territory.

a. Click New Subterritory and repeat the territory creation procedure for the new sub-territory.

b. Click Save from the menu.