Configuring the Territory

---
title: Configuring the Territory
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/configure-territories.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales Territory Management, Sales automation apps, Configure, Sales Customer Relationship Management]
---

# Configuring the Territory

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 **All** > **Sales Territory Management** > **Territory**.

2.  Select  **New**.

3.  On the form, fill in the fields:

<table id="table_sy4_sfq_chc"><thead><tr><th>

Fields

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Name of the territory.

</td></tr><tr><td>

Description

</td><td>

Short description of the territory.

</td></tr><tr><td>

Model

</td><td>

Name of the territory model to which to map this territory.

</td></tr><tr><td>

Level

</td><td>

The associated Territory Level.

</td></tr><tr><td>

Parent

</td><td>

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.

</td></tr><tr><td>

Rank

</td><td>

Rank of the territories. Helps in the automated assignment algorithm where the territory with the lowest rank becomes the primary territory.

</td></tr><tr><td>

Territory Code

</td><td>

A unique identifier assigned to each territory.

</td></tr><tr><td>

Active

</td><td>

Select the Active check box to indicate the territory is available for assignments.

</td></tr><tr><td>

Cascade condition

</td><td>

Used during assignment rules, this flag indicates whether the parent territory conditions must be evaluated for all the child territories \(under its hierarchy\).

</td></tr></tbody>
</table>4.  Select **Submit**.

    The new territory is created.


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[Sales Territory Management​](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-sales-territory-management.md)