Skip to content
English
More support
Contact us
  • There are no suggestions because the search field is empty.

Territory Business Rules | February 2026

Smarter Territory Visibility

The latest update transforms how teams manage overlapping territories and record access. With Territory Business Rules, you can define exactly which records show up for which reps based on division, account size, product line, or any custom field. Now, specialized teams can operate in shared geographies without stepping on each other’s toes. Plus, with new Territory Metrics and Unmatched Records visibility, territory admins get a clearer picture of what's covered and what isn’t.

What's New?

  • Business Rule-Based Record Visibility
     Create Rule Sets using filters like division, revenue, account tier, or other custom fields to determine which records appear in each territory. Assign these rule sets to specific users or teams.
  • Territory Restriction Controls
     Choose whether users can see only the records that match their assigned rule sets or all records in the territory. Fine-tuned visibility made simple.
  • Unmatched Records Detection
     Automatically surface records that don’t match any rule set, so no accounts fall through the cracks. Assign or update criteria while creating or editing rule sets.
  • Territory Metrics
     See real-time metrics directly in the Territory Review page. Track record counts, identify gaps, and drill into specific segments all powered by existing data.

Highlights

  • Granular Access Control: Align visibility with business logic instead of static geography.
  • Team-Based Assignment: Manage record access at scale by assigning rule sets to teams or roles.
  • Coverage Confidence: Instantly spot missed records with the Unmatched Records view.
  • Actionable Metrics: Analyze territory health with customizable metrics and one-click drill-downs.

Why You’ll Love This Update

Managing complex sales orgs often means juggling overlapping teams, custom criteria, and ever-changing account assignments. With Territory Business Rules, you get a flexible system that scales with your structure without adding admin overhead. From field reps to VPs, everyone sees what they should, and nothing they shouldn’t.