Understanding Territory Management

1. Using Territory Management, you can segment clients, contacts, and job opening into territories.
   
2. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these territories and based on the criteria, records will be assigned to the territories.
   
3. Based on the territory criteria, when a record is created or modified, territories are automatically assigned to the records. 
   
4. A record will not be assigned to a sub territory unless it meets the criteria of the parent territory.
   
5. A client or contact can be assigned to a maximum of ten territories. Whereas, a job opening can be assigned to only one territory.
   
6. Each territory can have a manager who can:
   
1. Create forecasts for the users in the territory.
   
2. Provide permissions for the users in the territory.
   
7. Territory managers will always have the Read and Write permissions for their territories.
   
8. Territories are automatically assigned for the records. If required, the territory managers can manually assign records to their territories and sub territories. Also, users with administrator profile can assign territories to records.
   
9. Multiple forecasts can be created for a user. Users cannot create a forecast for themselves. Only the manager can create it for the users.
   
10. You can disable territory management based on your hiring needs. If you enable the feature again, the territory structure will remain unchanged.
    

Permissions to Access Records in a Territory

1. The module-level permissions in profiles.
   
2. The permissions set for users in a territory.
   

1. The user has the profile permission to edit records of the module.
   
2. The territory to which the record belongs provides Read-Write-Delete permissions to its users.
   
3. The user is the manager of the territory to which the record belongs.
   

Note:

1. Users will have full access to the records they own.
   
2. Child records will have the same permissions as that of the parent record.
   
3. Users with the Administrator profile will have full access to all the records.
   

Various Roles and Responsibilities

Enable Territory Management

While enabling this feature, you have two options:

1. All the clients, contacts and job openings will have an additional field, Territories.
   
2. In the Clients, Contacts, home page, a drop-down will be available with the territories that you create.
   
3. You will have the option to create forecasts based on territory hierarchy. Users belonging to multiple territories can have multiple forecast targets set for each territory.
   
   

1. Click Setup > Territory Management > Territories.
   
2. Click on Get Started. You will have the following options to create a territory hierarchy.
   
1. Extend from Role Hierarchy - Click to replicate the hierarchy from roles to territories.
   
2. Start from Scratch - Click to create territory hierarchy from scratch.
   

Enable Job Opening Rule for Territories

1. Go to Setup > Territory Management > Territories.
   
2. Click on View Setting.
   
3. In the Territory Settings popup, click on Enable/Disable.
   
   

Create Territories

1. Go to Setup > Territory Management > Territories.
   
2. Click on New Territory.
   
3. In the Create Territory page, specify the following:
   
1. Specify a Name for the territory.
   
2. Choose a Territory Manager from the drop-down list.
   
3. Choose a Parent Territory from the lookup.
   
   
4. Search and add Users and allot Permissions.
   These users will have access to the records assigned to this territory. All the users can have the same permission for the records, either Read Only or Read/Write/Delete.
5. Under Client Rule, specify criteria for clients.
   Based on this rule criteria, territories will be assigned to clients in Zoho Recruit. 
6. Under Job Opening Rule, specify criteria for job openings. This options will be available only if it is enabled under Settings.
   
7. Based on this rule criteria, territories will be assigned to job openings in Zoho Recruit.
   
8. Enter the Description.
   
9. Click on Create.
   

Create Sub Territories

1. Go to Setup > Territory Management > Territories.
   
2. In the Territory Hierarchy page, move your mouse pointer to a territory and click on the Create Child Territory icon.
   
3. In the Create Territory page, specify details. Refer to the steps in Create Territory.
   

Delete Territories

1. You lose the territory details forever.
   
2. You will be prompted to transfer the sub territories to another parent territory in the hierarchy.
   
3. The forecast created for the current and previous quarters/months will remain.
   

1. Go to Setup > Territory Management > Territories.
   
2. In the Territory Hierarchy page, move your mouse pointer to a territory and click on the Delete icon.
   

Manage Forecasts

1. In the Forecast module, click Get Started.
   
2. In the Forecast Settings page, select the Target Period as Monthly or Quarterly.
   
3. Choose the Fiscal Start Month from the drop-down list.
   
4. Select Start Month or End Month. Based on your selection, the year will be displayed in the forecasts.
   For example, your fiscal year is from April to March. You select the End Month option for the financial year 2013-2014. The year in the forecast will be mentioned as 2014.
5. Select the Target Field, and click Save.
   You will be asked to confirm the settings after which you can start creating forecasts for users.

Disable Territory Management

1. The information related to territories in the Clients, Contacts and Job Openings modules.
   
2. The existing forecasts based on territory hierarchy. It will be deleted permanently. You will be able to create forecasts based on role hierarchy.
   

1. Go to Setup > Territory Management > Territories.
   
2. Click on Disable Territory Management.