Merging territories

You can merge territories, and the information and rights associated with those territories. You might want to do this to reflect changes in your organization. Before you merge territories, ensure there are no users logged on to Sage CRM, and that you've backed up the Sage CRM database.

1. Click <My Profile> | Administration | Users | Security.
2. Click Merge Territory.
3. Select the source territory that you want to move and click Next.
4. Select the target territory.
5. Select the checkbox to move users and user rights associated with the source territory into the target territory.
6. Click Next to proceed through the screens.
7. Click Continue.
8. Rebalance the territory tree. For more information, see Rebalancing the territory tree.