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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Properties

To put a sales territory model into use at the CRM entities, enter the sys_id of an active sales territory model. By default, this model and its territories will be utilized for sales territory assignments.

Before you begin

Role required: sales territory admin

Procedure

  1. Navigate to All > Sales Territory Management > Properties.

  2. On the Sales Territory Management Properties form, enter the sys_id of an active sales territory model.

    Note: By default, this model and its territories are used for sales territory assignments.

  3. Select Save.

Related topics

Using Sales Territory Management​

Sales Territory Management​