If you want to create a new territory, you can save it as a draft for a while. You need to insert relevant “Territory Name” and “Select Manager” from the drop-down selection.
Note: If you select the “Create new territory”, only then you will get the Save As Draft button. [1]
By clicking on the Save As Draft button, the territory will be saved as a draft.
You can see the draft territory by clicking on the Draft Territory tab from the header of the Territory Management page.
You can perform the actions for the draft territory. [2]
– View: You can view the draft territory by clicking on the ‘view’ icon.
– Add: You can save the draft territory by clicking on the ‘+’ (add) icon and it will be added to the territory list.
– Delete: You can delete the draft territory by clicking on the ‘delete’ icon.