Adding a territory

  1. In CPQ Enterprise Quoting, select My Company > Territories.
  2. Click Create Territory.
  3. Specify this information:
    ID
    Specify the ID from your host system.
    Name
    Specify a name for the territory.
    Description
    Optionally, you can add a description for the territory.
    Parent Territory
    For the first territory that you add, you must select your main territory as the parent territory, as defined by the administrator in application preferences.

    For subsequent territories, you can set up the hierarchical structure as needed.