# Territory Management

**URL:** <https://community.hubspot.com/t/territory-management/129455>\
**Category:** CRM\
**Tags:** sales\
**Created:** [April 8, 2025, 5:06am UTC](https://community.hubspot.com/t/territory-management/129455 "2025-04-08T05:06:51Z")\
**Posts on this page:** 1\
**Showing post:** 3

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**Author:** ![AWhittaker](https://avatars.discourse-cdn.com/v4/letter/a/a9adbd/32.png) [@AWhittaker](https://community.hubspot.com/u/AWhittaker)\
**Post date:** [April 8, 2025, 10:07pm UTC](https://community.hubspot.com/t/territory-management/129455/3 "2025-04-08T22:07:13Z")

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I’ll have a look at the rotate record; territory management is something that is common in all competitive enterprise CRMs. I need the ability to set a territory but a set of parmaeters EG - all accounts under 200 staff that are existing customers = SMB territory. then I need to be able to assign that SMB territory, and it then assigns all the respective records to the rep. In addition to that, I then need to be able to report on territory performance. I need the ability to assign multiple territories to one rep, then when a new rep starts, assign that territory to them, and it moves the OPPS and Accounts contacts. Using a simple tracking field in HubSpot is a rudimentary way to manage this, which doesn’t really solve the problem.

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_[View the full topic](https://community.hubspot.com/t/territory-management/129455)._