With the 2019’s Wave 2 Update releasing, the out-of-the-box Sales Territory entity has been enabled with Hierarchy settings.
Let’s say you are in Sales Hub and in App Settings, look for Sales Territories on the left-hand menu.
It’ll show up all Territories, open the same and add a Parent territory
Let’s say, I opened Japan, I’ll add Asia-Pacific as the parent of the territory
Once I do so, I can see the saved changes using the View Hierarchy button on the ribbon on either the Main Form on the public View.
Note: It won’t immediately appear once you enter a Parent and save, please reload the page.
Please note that this is only for Unified Interface and not available for the classic UI. Also, this is only for the Sales Enterprise license.
Although the feature says it’s only available for Unified, I was able to catch it in classic UI as well. But this is discouraged since we are moving towards Unified UI and classic UI will soon be gone.
Hope this quick tip helps! 🙂
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