Update set-up-sales-territories-organize-business-markets-geographica…

…l-area.md

power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area.md

@@ -1,5 +1,5 @@
 ---
-title: "Set up sales territories to organize business markets by geographical area | MicrosoftDocs"
+title: Set up sales territories to organize business markets by geographical area
 description: Set up sales territories to organize business markets by geographical area
 author: sericks007
 
@@ -22,11 +22,11 @@ searchScope:
 
 <!-- legacy procedure -->
 
-Improve sales potential and revenues by creating territories for customer and market segments in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation). Then assign appropriate sales people to handle the sales and revenue opportunities for those territories.  
+Improve sales potential and revenues by creating territories for customer and market segments in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation). Then assign appropriate salespeople to handle the sales and revenue opportunities for those territories.  
 
-Sales territories improve the sales potential because the members of a territory are focused on the services or sales within that territory. You can associate the financials directly with a territory and its members, which simplify business analysis. Also, based on the sales territory type and size, you can define sales methodologies and the training required for those locations.  
+Sales territories improve the sales potential because the members of a territory are focused on the services or sales within that territory. You can associate the financials directly with a territory and its members, which simplifies business analysis. Also, based on the sales territory type and size, you can define sales methodologies and the training required for those locations.  
 
-Organizations can create a model and visualize their sales territories in a hierarchical format using out-of-the-box territory hierarchical relationship.
+Organizations can create a model and visualize their sales territories in a hierarchical format using out-of-the-box territory hierarchical relationships.
 
 > [!IMPORTANT]
 > - For a new organization that provisions Dynamics 365 Sales, the territory hierarchical relationship will be available and enabled by default.
@@ -36,79 +36,40 @@ Organizations can create a model and visualize their sales territories in a hier
 
 1.    Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.
 
-2.    In the web app, select the Site map icon ![Site map icon](/dynamics365/customer-engagement/sales-enterprise/media/site-map-icon.png "Site map icon"), then select ellipsis ![Ellipses to see more options](/dynamics365/customer-engagement/sales-enterprise/media/ellipsis-more-options.png "Ellipses to see more options"), and then select **Sales Territories**.
-
+2.    In the Sales Hub app, go to **Change area** in the lower-left corner of the page, and select **App settings**.
+3.    Under **Sales administration**, select **Sales Territories**.
+      :::image type="content" source="media/sales-territories.png" alt-text="Screenshot of the Sales Territories menu in App settings along with the list of territories.":::
 3.    To create a new sales territory, on the command bar, select **New**.
 
 4.    In the sales territory form, fill in your information.
 
-      a.    **Name**. Enter the geographical name for the territory such as the name of a city, country/region, or a state.
+      a.    **Name**. Enter the geographical name for the territory such as the name of a city, country/region, or state.
 
       b.    **Manager**. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.
 
       > [!Important]
       > You can't allocate the same user to multiple territories. If you need to assign a user to a larger area (more than one existing territory), create a new territory that includes the existing territories, and then assign the user to that new territory.
         
-      d.  **Parent**. Select the Lookup icon to select a parent territory. The current territory will be added as a child territory to the selected territory. For example, If you are creating sales territories California and Washington, and you can add United States of America as a parent so that a parent-child relationship is created between the sales territories and parent territory. 
+      d.  **Parent**. Select the Lookup icon to select a parent territory. The current territory will be added as a child territory to the selected territory. For example, If you are creating sales territories for California and Washington, you can add the United States of America as a parent so that a parent-child relationship is created between the sales territories and the parent territory. 
 
       c.    **Description**. Enter any details that you'd like to include for this territory, for example, "Sales territory created for education and training."
 
 5.    When you're done, on the command bar, select **Save**.
 
 6.    Select the **Related** tab, and then select **Members**.
 
-      ![Members option on Related tab of territory form.](/dynamics365/customer-engagement/sales-enterprise/media/members-option-related-tab-territory-form.png "Members option on Related tab of territory form")
-
 7.    On the **Members** tab, select **Add members**.
 
 8.    In the **Lookup Records** pane, select the search icon, select a user record, and then select **Add**.
 
-      ![Lookup Records pane.](/dynamics365/customer-engagement/sales-enterprise/media/lookup-records.png "Lookup Records pane")
-
-9. To add sub territories to this territory, select the **Sub-territories** tab, and select **Add New Territory**. 
+9. To add sub-territories to this territory, select the **Sub-territories** tab, and select **Add New Territory**. 
 
     ![Add sub-territory.](media/sales-add-sub-territory.png "Add sub-territory")
 
-    Enter the necessary information and select **Save**. This territory will be added as a sub territory in the Sub-territories grid.
+    Enter the necessary information and select **Save**. This territory will be added as a sub-territory in the Sub-territories grid.
 
 10.    Select **Save**. 
 
-
-## Create a sales territory (Sales app)
-
-1. [!INCLUDE[proc_permissions_system_admin](../includes/proc-permissions-system-admin.md)]  
-
-    Check your security role  
-
-   - [!INCLUDE[proc_follow_steps_in_link](../includes/proc-follow-steps-in-link.md)]  
-
-   - [!INCLUDE[proc_dont_have_correct_permissions](../includes/proc-dont-have-correct-permissions.md)]  
-
-2. In the web app, go to **Settings** (![Settings.](media/settings-gear-icon.png "Settings")) > **Advanced Settings**.
-
-3. Choose **Sales Territories**.  
-
-4. On the command bar, choose **New**.  
-
-5. Fill in your information.  
-
-   - **Name**. Enter the geographical name for the territory such as the name of a city, country/region, or a state.  
-
-   - **Manager**. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.  
-
-       > [!IMPORTANT]
-       >  You can't allocate the same user to multiple territories. If you need to assign a user to a larger area (more than one existing territory), create a new territory that includes the existing territories, and then assign the user to that new territory.  
-  
-   - **Description**. Enter any details that you'd like to include for this territory, for example, "Sales territory created for education and training."  
-
-6. When you're done, on the command bar, choose **Save** or **Save and Close**.  
-
-7. To assign members to a sales territory, open the territory, and then in the left pane, under **Common**, choose **Members**.  
-
-8. On the **Users** tab, in the **Records** group, choose **Add Members**.  
-
-9. In the **Look Up Records** dialog box, select a user, and then choose **Add**.  
-
 > [!TIP]
 >  To make your salesperson's job easier, you can also set a default price list for a territory. [!INCLUDE[proc_more_information](../includes/proc-more-information.md)] [Define product pricing with price lists and price list items](/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-products)