Use a template to define territory segments

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  • Published on Oct 31, 2025
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Use the Template option to select pre-defined, commonly used geographic territory structures. This will create territories based on the template's design.

  1. Define territory segments.

  2. In the Manage segments window, select Template.

    Template selected as the segment type.

  3. From the Pick a template dropdown, select a template.

  4. Click Confirm.

  5. Manually add or remove geographic areas to customize the template-based territories.