Preview Territory Account Assignments
- Open the record for the territory model whose assigned accounts you want to preview and click View Hierarchy.
- Verify that the model is in Planning state.
- Click Run All Rules. When rules are finished running, we’ll send an email to let you know. Processing may take some time, depending on the size and complexity of your organization.
- From the territory model hierarchy, open each territory and descendent affected assignment rules. Also open territories that have manual account assignments.
- On the territory detail page, click View Accounts to see assigned accounts. The Method column indicates how each account was assigned: by a rule or manually.