Assigning a territory on lead

task brazil Updated Sep 10, 2026 1 min read assign-territory-lead.md
Raw file servicenow.com

You can update the primary territory on a lead 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 Leads > All and select the lead 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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