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Adding territory groups

Use territory groups to group together one or more territories. You can add territory groups under your territory group type. For example, you might create a territory group called Canada under the Geographies territory group type. In this case, territories within Canada would be contained in this territory group.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. On the battle card canvas, choose a battle card, and then click Plan territories.

  4. Hover over the territory group type or territory group pill where you want to create your territory group, and then click the Add territory group icon Add icon circled.

  5. Enter a name for your territory group.

  6. Select a territory group owner.

    Tip

    The territory group owner is used for workflows, so that the owner can contribute to territory and quota planning.

  7. Click Add.