Territory model states, previews and activation
Key Takeaway
A territory model moves one way: Planning, then Active, then Archived. Preview a model while it is in Planning, because you can't undo activation or archiving.
A territory model is a complete territory management system for a company. The model is a hierarchy of parent and child territories, plus the account, lead and user assignments inside them. Each model moves one way through three lifecycle states: Planning, Active and Archived. The states matter because a model can't go back to an earlier state. Archiving a model also deletes your territory forecasts.
Territory models and modeling
Modeling lets you create and preview several territory structures, each with different account, lead and user assignments. You then activate the one that works best. Activating a model finalizes its account, lead and user assignments.
Each territory model has a graphical hierarchy that shows its parent and child territories. From the hierarchy, you can create, edit and delete territories and open their detail pages.
An account can be assigned to a territory by an assignment rule or manually.