Help center

How to change an account's territory

This is how you can move or edit some accounts to another territory

1.      Navigate to "Administration" > "Accounts"
From here you'll be able to search your account.

2.     Once you have found your account click on action.

3.Click "Edit this account"

4. Select the "Territory Business Unit" tab

5.  Click on the +

6.  Select the new territory

7.   And the associated "Business Unit" (Default in most cases)

8.      And then you'll be able to delete the old territory.

9.  Click on save

Did this answer your question?
😞
😐
😁