Change the Territories of an Account
- Next to the Territories field on an account detail page, clickChange.
- At the Rule-based territory assignments list, view the territories that contain the account due to active account assignment rules. You can’t use this page to remove the account from these territories; instead, modify the account assignment rules that evaluated the account.
- If the account has existing manual assignments to one or more territories, the names of those territories appear in the Selected territories list.
- Click Select and Deselect to move territories between the Available territories list and the Selected territories list.
- Optionally, click Horizontal View or Vertical View in the drop-down list to place the Selected territories list either alongside or below the Available territories list.
- When the Selected territories list contains the territories to which the account should be manually assigned, click Save to finish and return to the account detail page.