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The Territory field is available on main entities (Company, People, Communications, Leads,and Opportunities, and Cases). It also appears in most lists and filter boxes.
Territories affect records, most lists and filter boxes, reports and groups. A territory can be defined geographically, by product area, or any other criteria.
Your System Administrator defines territories that reflect your organization's data access security needs. Your administrator also defines which territories you can access, and assigns you a home territory.
Example 1: Your company has sales teams based in Europe, Asia, and the US. Your System Administrator defines territories so that the sales people can view all Opportunities, but can only add and edit Company records which belong to their own "home territory", or to a sub-territory of their home territory.
Example 2: If you don't have rights to view data in the US sales territory,no US-based sales data is displayed when you run a Company list report.
When you create a new record, if you don't select a territory, the record is automatically assigned a territory, which depends on the System Administrator's territory security management , and on system rules.
If your System Administrator didn't define any territories, you can ignore this field. All records are then automatically assigned to the highest level territory, Worldwide.
See Also:
Sage CRM user assistance PDFs
