This chapter covers the implementation of territories for all applications. The steps
are done using the Forms user interface. The chapter includes the following topics
for Phase II: Setting Up Territories:
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5.1 Overview of Creating Territories
A territory defines who owns what. The who is the resources assigned to the
territory. The what is the business object, such as leads, service requests, customers,
and delinquencies. Qualifiers are used to define both.
Phase II: Setting Up Territories
Section 5.1, "Overview of Creating Territories"
Section 5.2, "Qualifiers"
Section 5.3, "Territory Hierarchies"
Section 5.4, "Territory Winning Rules"
Section 5.5, "Enabling Existing Qualifiers"
Section 5.6, "Creating Individual Territories"
Section 5.7, "Entering Transaction Qualifiers"
Section 5.8, "Entering Resource Qualifiers"
Section 5.9, "Specifying Resources for a Territory"
Section 5.10, "Adding Subterritories"
Section 5.11, "Running Concurrent Programs"
Phase II: Setting Up Territories 5-1
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