Assigning a territory on account

task brazil Updated Sep 10, 2026 1 min read assign-territory-account.md
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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.

  4. Select Save.

Parent Topic:Using Sales Territory Management​

Related topics

Configuring Sales Territory Management​

Sales Territory Management​

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