How to Assign Leads to Territories
In this blog, you will learn how you can assign leads to territories.
Ensure coverage for your sales teams prospects when you distribute leads among territories manually. You determine access levels for the leads in your reps territories.
Turn on Lead Access, and then specify access levels for your sales reps. Next, add the Assigned Territories related list to your lead page layouts.
You then assign leads to territories using different methods depending on whether you assign multiple leads simultaneously or individual leads.
To assign individual leads to territories, open a lead and select the territories of your choice.
Another option is to add assignments to a CSV file and then import it into Salesforce using Data Loader or another utility that’s part of your data import routine.
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