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Mapping organization units to territories in Pega Sales Automation for Financial Services

Suggest edit Updated on May 10, 2021

For each territory in Pega Sales Automation for Financial Services you must associate a parent territory and an organization unit.

To associate an organization unit to a territory, perform the following steps:
  1. Log in to Pega Sales Automation for Financial Services as a Sales Ops.
  2. In the User portal navigation pane, click Territories.
  3. Open a territory that you want to map and then perform the following steps:
    1. In the Parent Territory field, enter a parent territory.
    2. In the Organizational unit field, enter an organization unit.
    3. Click OK.
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