Territory and Quota for Administrators » Territory Admin » Functional Concepts » Territory Program Versioning


Territory Program Versioning

Changes to a territory program are managed at the program level.  When a new version of a territory program is created, T&Q creates a time slice of the entire territory hierarchy including, quota values, accounts, and product assignments, and keeps all these in synch. This allows representing point-in-time changes for all these components in a snapshot manner.

NoteOnce a version is created, it is independent of other versions and changes only affect the version being edited. Only account transfers can be done in a way that allows for updating future versions.   

Territory versions can be used to track changes to territory details, team membership, and quotas over time. Territory Versions can be accessed by selecting Manage Versions in the  Detail Tab for any Territory Program. See Territory Tree Tab > Manage Territory Versions for more details.

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