Accounts that are not assigned to territories by rules can be assigned manually to one or more territories, one territory at a time. Manual assignment is useful for accounts that have unique characteristics and therefore can’t be assigned by rules.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To assign accounts manually within your territories:||
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
From the territory model hierarchy, open the territory where you want to assign one or more accounts.
On the territory’s detail page, in the Manually Assigned Accounts related list, click Add Accounts to see a list of your organization’s accounts. Adjust the list view if you need to.
In the Available related list, select the checkbox for each account you want to assign. If you need to view more records, click More beneath the list.
Each selected account appears in the Selected related list.