Account > Territory (Used in Opportunities module only) A territory is an arbitrary geographical designation which you may want to assign to a client, prospect, or deal. There is a default list of territories available, or you can create your own. To create a new Territory record: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Territory." 3. Enter the territory's name; if desired, use the "Notes" field to include any pertinent information. 4. Click on "Save." To modify existing Territory record: 1. Click on the Account tab. 2. Click on the "Territories" link. 3. Click on the relevant territory name in the list. 4. Make your changes in the "Edit - [Name of territory]" dialog box. 5. Click on "Save." To delete a Territory record: 1. Click on Account tab. 2. Click on the "Territories" link. 3. Click on the relevant territory name in the list. 4. Click on the "Delete" button in the "Edit - [Name of territory]" dialog box. (Note: You cannot delete a territory that has been associated with a client, prospect, or deal; you must dissociate the territory first in the appropriate "Edit Deal" or "Edit Client" dialog box.)