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            Assign Opportunities to Territories Manually

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            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.

            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
            User Permissions Needed
            To assign opportunities to any territory in the active model in Lightning Experience: Full access to the opportunities’ parent accounts
            To assign opportunities to any territory in the active model in Salesforce Classic: View access or higher to the opportunities’ parent accounts
            1. Open or create an opportunity.
            2. In the Territory field, select the territory that you want to assign.
            3. Save your changes.

            See Also

             
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