Moving a territory

Moving a territory to a new position in the tree structure can expand or restrict the rights of users associated with the territory. Before you move a territory, 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 Move Territory.
3. Select the source territory that you want to move and click Next.
4. Select the new parent for the territory.
5. Click Next to proceed through the screens.
6. Click Continue.
7. Rebalance the territory tree structure. For more information, see Rebalancing the territory tree.