Assigning a territory on account

You can update the primary territory on an account in which Sales Territory Management​ has been implemented.

Before you begin

Role required: sales territory admin (or a user with sales territory override role)

Procedure

1. In the CSM Configurable Workspace, select the List

1. Navigate to Customer > Accounts and select the account you want to update the territory.

2. On the Details tab, update the Sales Ownership > Primary Sales Territory field with the other available territories.

3. Select Save.

Parent Topic:Using Sales Territory Management​

Related topics

Configuring Sales Territory Management​

Sales Territory Management​