How can I add territories to an account?
Sales assignment capabilities match territories and accounts based on assignment setup. An account can also be assigned to one or more internal and partner territories.
You can assign internal territories, such as Prime, Overlay, as well as Sales Channel Manager territories, matching a given account's assignment attributes, to the account. By default, Internal territory assignment runs immediately and automatically whenever account assignment or reassignment is required. For example, you can run assignment processing when you create or update an account.
You can run territory assignment when viewing or editing your accounts. Just navigate to your account details, verify relevant attributes like address, industry, and so on, and run the assignment process manually using the Actions button.
Additionally, you can run account assignment in a batch on a scheduled or one off basis, or following a territory realignment.
Partner territories are applicable to sales partner management implementations. When you approve a partner lead, any partner territories associated to the lead are automatically assigned to the lead's account. Channel managers can also select specific partner territories to assign to an account with the Add Partner Territories action on the Account Team page.