Creating Territory or Field Force Models
To create a Territory model:
- Select the Create button next to the Territory or Field Force's section on the Project page.
- Select Create New Territory Model or Create New Field Force Model from the pop-up screen.
- Complete the fields on the editing page.
Users can either complete all fields manually or select a production Territory or Field Force for the model. Selecting a production record automatically completes all fields with that record's field values, except for the fields referencing model parent territories and model field forces. Any values the user previously entered in the model's fields are overwritten, including the Production Parent Territory and Production Field Force. If a model is published without values in the Production Parent Territory and Production Field Force fields, the production Territory or Field Force is assigned to the those fields.