Assign a territory on consumer

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • You can update the primary territory on a consumer in which Sales Territory Management​ has been implemented.

    Antes de Iniciar

    Role required: sales territory admin (or a user with sales territory override role)

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Customer > Consumers and select the consumer you want to update the territory.
    3. On the Details tab, update the Sales Ownership > Primary Sales Territory field with the other available territories.
    4. Select Save.