Creating Territory Groups - Qlero

Territory groups bundle multiple territories into one reusable group. They are commonly used for contract terms, so you do not need to select the same countries repeatedly.

Open territory groups

Open the record company you want to configure.
Go to Configurations.
Select Territory Groups.

The page shows system territory groups and custom groups for the selected record company.

System and custom groups

System territory groups are provided by Qlero and are read-only. Custom groups belong to your record company and can reflect territory sets used by your business.

Create a territory group

Select Options.
Select Create.
Enter a clear name for the group.
Select the territories that belong in it.
Save the group.

Use names that your team will recognize later, such as Nordics, Europe excluding UK, or World excluding US.

Edit a territory group

Find the custom group you want to change.
Open its row menu and select Edit.
Update the name or selected territories.
Save your changes.

System groups cannot be edited. If your account includes bulk import or export access, those actions may also appear in the Options menu.