Sales Territory Management​ release notes

  • Release version: Zurich
  • Updated November 3, 2025
  • 2 minutes to read
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    Summary of Sales Territory Management Release Notes

    The ServiceNow® Sales Territory Management application optimizes your organization's sales efforts by structuring territories. It allows for managing daily sales activities, adjusting team assignments for comprehensive customer coverage, monitoring sales performance, and updating territories as market conditions evolve. This application is introduced in the Zurich Patch 3 release, enhancing efficiency in sales operations.

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    Key Features

    • Efficient Allocation of Sales Regions: Align sales teams with business complexity for optimal performance and fair distribution among representatives.
    • Security and Compliance: Ensure only authorized users access specific records, maintaining data security.
    • Structured Management: Utilize a rule-based approach to manage large teams, ensuring clarity and scalability.
    • Territory Configuration: Categorize territories (regional, district, area, global) to improve management and reporting accuracy.
    • Territory Model Setup: Establish a hierarchical structure for territories that supports consistent assignment and efficient sales operations.
    • Automated Assignments: Create territories linked to CRM data and define conditions for automated user onboarding and access management.
    • Execution of Assignments: Map CRM entities to territories by evaluating them against predefined conditions.

    Key Outcomes

    By utilizing Sales Territory Management, organizations can expect improved sales performance through optimized territory assignments, enhanced accountability among sales representatives, and better alignment of sales strategies with business needs. This structured approach not only improves security but also facilitates accurate forecasting and effective reporting.

    Activation Information: Sales Territory Management can be installed through the ServiceNow Store. For further details on activation and to explore other available applications, customers are encouraged to visit the ServiceNow Store website.

    The ServiceNow® Sales Territory Management​ application structures and optimizes the sales efforts of your organization based on territories. It involves overseeing daily sales activities, adjusting team assignments to verify complete customer coverage, monitoring sales performance against goals, and updating territory assignments as markets change. Sales Territory Management​ is a new application in the Zurich Patch 3 release.

    Sales Territory Management​ highlights for the Zurich release

    • Allocate sales regions efficiently to align with business complexity and distribute the sales teams for optimal performance.
    • Verify the fair distribution of sales among sales representatives to reduce internal conflict, enhance accountability, and consistent performance across the sales organization.
    • Verify that only authorized users access specific records, maintaining security and compliance.
    • Manage large sales teams efficiently with a structured, rule-based method that verifies clarity, consistency, and scalability.

    See Sales Territory Management​ for more information.

    Important:
    Sales Territory Management​ is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

    Sales Territory Management​ features

    Configuring Territory Level
    Configure territory levels to categorize territories such as regional, district, area, and global for better territory management, reporting accuracy, and alignment of sales strategies with business complexity.
    Configuring the Territory Model
    Configure the Territory Model to maintain a structured organizational hierarchy of territories. This model serves as the foundation for assigning territories to key customer relationship management (CRM) entities such as accounts, consumers, leads, and opportunities. By defining territory levels and relationships within the model, organizations can verify consistent territory assignment, streamline sales operations, and support accurate forecasting and reporting.
    Configuring the Territory
    Create territories to optimize the assignment of CRM data. Map these territories to the territory model and levels to maintain the hierarchy. Provide conditions for automated assignments, and onboard members with defined roles within a territory for restricted access.
    Configuring resources for territories
    Territory members are added with their designated responsibilities. These responsibilities determine the level of access each user has to CRM entities within the territory hierarchy.
    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 are utilized for sales territory assignments.
    Run Assignments
    Execute the sales territory assignment to map the CRM entities to the most appropriate territory. Each territory is evaluated against predefined territory conditions related to the CRM entity. Each territory is evaluated against its own conditions and any cascaded territory conditions associated with the CRM entity.

    Activation information

    Install Sales Territory Management​ by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.