Putting It All Together: A Complete Workflow

Here's how all these pieces work together in a real scenario:

Scenario: Creating a New Territory for High-Value Accounts

Step 1: Create the Territory

1. Navigate to your tree
2. Right-click on "All Accounts" (or your root node)
3. Select "Add Child Node"
4. Name it "Enterprise Accounts"

Step 2: Define Geographic Scope (if applicable)

1. Select "Enterprise Accounts" in the tree
2. Go to the Node Info tab
3. Toggle ON "Children Are Geo"
4. Click "Open Map Editor"
5. Select the states/regions this territory covers
6. Close the map editor

Step 3: Build the Logic Rules

1. Scroll to the Logic Builder

2. Create a rule group:

   Match ALL of the following:
     ├─ Annual Revenue >= 10,000,000
     ├─ Number of Employees >= 500
     └─ Account Status = "Active"