Territories

SECURITY  Security level with Admin permission to configure Organizations & Contacts. Refer to Organizations & Contacts.

NAVIGATION   > Admin > Features & Settings > Organizations & Contacts > Territories

Do you need territories?

Territories are important for your sales team. You can assign multiple salespeople to a territory, and when you configure CRM security, give them access to "My Territories." This setting provides the same access as "Mine", and will allow them to manage all accounts in the territory as a team, in addition to managing individual accounts as account managers. Refer to Creating or editing a custom security level.

Territories are also important for the Opportunity Detail report. If you do not associate resources with a territory in Autotask, you will not be able to select an opportunity owner to filter on.

To add a territory, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click New. The New Territory window will open.
  3. Complete the following fields:
Field Description
Name Enter the name of the new territory.
Region You can optionally select a Region. For example, the territory "New York State" might belong to a "Northeast" parent region.
Description  Optionally, enter a description.
Resources

Resources who are assigned to a territory will have organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. access equivalent to the Mine setting. The selected resources will be able to manage all organizations in the territory as a team.

  1. To add resources to the team, click the selector icon and use the Workgroup, Department, and Queue filters, or use the column filters to locate your resources.
  2. Click the check box to select a resource for the territory.
  3. Click Save & Close.
  1. To save the territory, click Save.
Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.