Assign Accounts to a Territory Manually
- From the territory model hierarchy, open the territory where you want to assign one or more accounts.
- On the territory’s detail page, in the Manually Assigned Accounts related list, clickAdd Accounts to see a list of your organization’s accounts. Adjust the list view if you need to.
- In the Available related list, select the checkbox for each account you want to assign. If you need to view more records, clickMore beneath the list. Each selected account appears in the Selected related list.
- Click Assign.