Assigning a territory on account
task australia Updated Sep 10, 2026 1 min read assign-territory-account.md
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
-
In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
-
Navigate to Customer > Accounts and select the account you want to update the territory.
-
On the Details tab, update the Sales Ownership > Primary Sales Territory field with the other available territories.
Note: The territories are automatically assigned to the account by the assignment algorithm. For more info, see Run Assignments.
-
Select Save.
Parent Topic:Using Sales Territory Management
Related topics
43 lines · 1.9 KB
---
title: Assigning a territory on account
description: You can update the primary territory on an account in which Sales Territory Management has been implemented.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/assign-territory-account.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales Territory Management, Sales automation apps, Use, Sales Customer Relationship Management]
---
# 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 CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.
2. Navigate to **Customer** > **Accounts** and select the account you want to update the territory.
3. On the Details tab, update the **Sales Ownership** > **Primary Sales Territory** field with the other available territories.
**Note:** The territories are automatically assigned to the account by the assignment algorithm. For more info, see [Run Assignments](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/run-assignments.md).
4. Select **Save**.
**Parent Topic:**[Using Sales Territory Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/use-sales-territory-management.md)
**Related topics**
[Configuring Sales Territory Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-sales-territory-management.md)
[Sales Territory Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-sales-territory-management.md)
| title | Assigning a territory on account |
| description | You can update the primary territory on an account in which Sales Territory Management has been implemented. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/assign-territory-account.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Sales Territory ManagementSales automation appsUseSales Customer Relationship Management |