Assign Accounts to Territories Manually
- On the territory detail page, click Add Accounts on the Manually Assigned Accounts related list.
- Choose a view from the drop-down list, or click Create New View to build a new custom view.
- Click Select and Deselect to move accounts between the Available and Selected areas. Also, you can:Click a letter to view accounts that correspond to that letter.Click All to display all accounts that match the criteria ofthe current view.Click select shown to move all accounts that are shown on thecurrent list page to the Selected area below.Click deselect shown or deselect all tomove accounts from the Selected area to the Available area.
- Click a letter to view accounts that correspond to that letter.
- Click All to display all accounts that match the criteria ofthe current view.
- Click select shown to move all accounts that are shown on thecurrent list page to the Selected area below.
- Click deselect shown or deselect all tomove accounts from the Selected area to the Available area.
- When the accounts in the Selected area includes all accounts that you want to manually add to the territory, click Assign.