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Inheritance Territories

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edited Jul 12, 2021 7:34PM in Sales 2 comments

Summary

An overview and demonstration of inheritance territories, and the recent performance updates

Content

Inheritance territories enable simpler territory management for shadow prime sales organizations. They allow shadow or overlay territories to easily follow the prime territory with little administration cost. Inheritance recipient territories are created using the Territory Hierarchy UI (also known as More Details) UI via Proposals. A recipient territory may be an exact copy of the source territory, or it may have dimension overrides. When a source territory is changed a process updates the recipient territories automatically. 

Watch the attached video for an overview and demonstration of Inheritance Territories.

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