Hi Denise, You can try using the workflow rules, for the object opportunity at create stage, you can choose option Action -> Set as in Process, attach a short example.Hope it helps, Voicu

Hi Adrian, You should be able to add territory (and also territory owner) field in the Account overview and also the the Account header.Does your tenant have territory mgm scoped in?Kind Regards, Voicu

Hi Skugan, Accounts are assigned to territories via realignment run based on territory rules, taking in consideration the sequence of the rules, so Account will be assigned to the first rule that meetings the defined criteria.Account - Sales Territor...