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Sales Basics

Assigning Opportunities to Territories Manually

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Assigning Opportunities to Territories Manually

Allocate opportunities to specific territories in Salesforce and enforce the principle of least privilege for the reps and managers within them when you use Sales Territories.

Required Editions

Available in: Salesforce Classic for some features and Lightning Experience for all features

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

Requirements for Assigning Opportunities to Territories Manually
Set your expectations for when you assign opportunities to territories manually through Sales Territories. Assignment options depend on your access to those opportunities’ parent records and your Salesforce user interface.
Assign Opportunities to Territories Manually
Distribute opportunities to the territories of your choice. Sales Territories ensures that the intended reps can work their deals and territory managers can access their rep’s opportunities.

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