Assign Accounts and Leads to Territories Manually

Ensure coverage for accounts and leads when you assign them territories directly in account and lead detail pages.

Available in: Lightning Experience and Salesforce Classic

Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with Sales

User Permissions Needed
To assign territories manually within accounts and leads:	View Setup and Configuration AND Manage Territories
To view territories from `Active`, `Planning`, or `Archived` territory models that are assigned:	View Setup and Configuration AND Manage Territories
To view territories assigned from the `Active` territory model that are assigned:	View Setup and Configuration

User Permissions Needed

To assign territories manually within accounts and leads:

View Setup and Configuration

AND

Manage Territories

To view territories from Active, Planning, or Archived territory models that are assigned:

View Setup and Configuration

AND

Manage Territories

To view territories assigned from the Active territory model that are assigned:

View Setup and Configuration

Open the account or lead that you want to assign territories to.
On the Assigned Territories related list, click Assign Territories.
Select the territory model that contains the territories you want to associate. In Lightning Experience, only the active territory model is available.
Select each territory you want to assign.
Save your work.

Product Area