Assigning a territory on opportunity

task australia Updated Sep 10, 2026 1 min read modify-territory.md
Raw file servicenow.com

You can update the primary territory on opportunity in which Sales Territory Management​ has been implemented.

Before you begin

Role required: sales territory admin (or a user with sales territory override role)

Note: If an account is set with a territory, any Opportunity created from that account will inherit the territory as well. User with sales territory override role can override it.

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Opportunity > All and select the opportunity you want to update the territory.

  3. On the Details tab, update the Territory field with the other available territories.

  4. Select Save.

Parent Topic:Using Sales Territory Management​

Related topics

Configuring Sales Territory Management​

Sales Territory Management​

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