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

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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