Now that we have enabled enterprise territory want management know what we are going to do this.
We are going to build our territory more so as you can see in the sequence first.
We have enabled enterprise territory management featured in our sales force.
And now the second step that is building a territory model so our territory model as we know it is basically
it organizes the elements of the organisation's territory management in one place so of NDA like all
the elements of the organisation's territory management it includes the degree hierarchy your own design
controls your use it assignments everything.
So everything comprises Hector Grimaldi so the first step in building a gated remodel is to create a
territory type and then when we are done creating territory types will use that territory type for creating
territories and thereby will form a territory hierarchy perfect.
So now what we are going to do is go to sensible dog let's create category types previously before enabling
territory management.
If you remember we had only these two options that is managed territories and settings.
Now that we have enabled it we have had that options aspect.
So first let's create territory types assets that have no territory types defined.
Let's create one this category type is completely dependent on the business requirements.
How the business model is defined so you know we can categorize our accounts says something like you
know direct accounts or partner accounts or customer accounts or based on selling you know high selling
accounts like however the business models and every category that we create needs to have a category
type assigned to it.
So here in this scenario let's have us the customer accounts and partner outcomes so fill in the details
I've given the label s customer accounts give a meaningful description to that and the priority priority
I'd already like we understood it is basically defining the priority of that category type.
All right so that is a no predefined specification of how the priority should be.
So maybe an old one can say that it is the highest priority and maybe to the next level three the next
level like that.
Again it is up to the business how they want to use this priority feature.
So our first category type is created safe Buffett.
So now we have created a flustered equity.
Let me also create another type
let's do a partner accounts once you have filled in the details give a meaningful description.
Just don't give partner accounts.
Also give specifically mentioned like what they are.
And here I have given the priority as to so a second territory type is also defined so as such we have
to pedigree types in our system.
Perfect.
This is other very very first type in building other territory model that does creating the Territory
types.
We have two Territory types defined but their priority also defined.
So we have to better three types customer accounts and partner outcomes.
So now that we have created other territory types and defined other territory types priority.
Now let's go ahead and create other territory.
MARGARET for creating our category Martin go for category Martin as you can see there are no better
mortgage assets defined in the system so category Martin has been only basically groups all these components
within that the territories the rules everything.
So in this scenario let's consider this as an example and let's try to replicate the standard remodel
their category model.
Here is a global sales and you know in a very mature in business scenarios like it is often appended
with a company name say like ABC global see it's like that and once we're done with the territory model
let's move to the territories so let's a name or territory model as ABC Global says should the new button
fill in the details.
Here as you can see I filled in the details and I've also also added the company name with the territory
model which is a very common thing that we do in real time and also give a meaningful description do
note the state of the territory market the already discussed.
There are three states in our category model planning active archived so if anybody create a category
model it automatically falls in the planning state.
And once we're done with the they are set up finally we have to activate the Territory model at that
time the state which is active and also remember that a single point of time only one territory model
can be in the active state.
All the other models should either be in the planning state or in the state.
So if you have created a category more to save Buffett so other category models create
yes this is other than it anymore.
Now if you'll click on View hierarchy you'll be able to see this the empty structure out here.
All right.
Just the model is created meaning just the outer structure was created with the nothing inside that
that.
We haven't created any territories we haven't created any rules that are no confidence basically in
that category more than we have just created that outer structure and VB we have to create all other
components within that so.
So didn't know what we have then we have enabled the feature and then we have created category types
and defined with a category type of priority.
And then we have created a category Mordor also the structure also in the forthcoming sessions what
we were doing is we'll be creating categories we'll be creating the assignment tools and we'll be finally
activating other category management.