---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Territory

# Configuring the Territory {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create territories to optimize the assignment of a territory to CRM data. Map these territories to the territory model and levels to maintain the hierarchy. Provide conditions for automated assignments, and onboard members
with role-based access in a territory for restricted permissions.

## Before you begin

Role required: sales territory admin, sales territory manager

## Procedure

1. Navigate to AllSales Territory ManagementTerritory.
2. Select  New.
3. On the form, fill in the fields:  
   {#configure-territories__table_sy4_sfq_chc__entry__2}

   | Fields | Description |
   |-|-|
   | Name | Name of the territory. |
   | Description | Short description of the territory. |
   | Model | Name of the territory model to which to map this territory. |
   | Level | The associated Territory Level. |
   | Parent | Name of the parent territory to create the territory hierarchy. If no parent territory is specified, this territory will serve as the highest-level (parent) territory. |
   | Rank | Rank of the territories. Helps in the automated assignment algorithm where the territory with the lowest rank becomes the primary territory. |
   | Territory Code | A unique identifier assigned to each territory. |
   | Active | Select the Active check box to indicate the territory is available for assignments. |
   | Cascade condition | Used during assignment rules, this flag indicates whether the parent territory conditions must be evaluated for all the child territories (under its hierarchy). |
   [Table 1. Territory form]

   {#configure-territories__table_sy4_sfq_chc}
4. Select Submit.  
   The new territory is created.
{#configure-territories__steps_tzn_dzv_chc}
**Related concepts**   

* [Using Sales Territory Management​](https://www.servicenow.com/docs/~RXwOYqde40bD1Y0V8GoPA "Sales Territory Management​ is a strategic framework for organizing and managing CRM entities such as Accounts, Consumers, Leads, and Opportunities. To assign territories, you can run Run Assignment to automatically distribute CRM entities, or manually update the primary territory.")
* [Sales Territory Management​](https://www.servicenow.com/docs/6qn18RTk50PL5QvYs_r4Aw "Sales territory management enables you to structure and optimize the sales efforts of your organization based on territories. It focuses on dividing CRM entities, such as accounts, leads, opportunities, and consumers, into manageable segments (geographical, product, or industry-based) to promote efficient coverage and accountability.")

*[\>]: and then