Import Territory Assignment

To import territory assignment, follow the steps below:

  1. Go to App Builder > Territories.

    The Territories page appears.

  2. Click the Import Territory Assignment card.
  3. Click the Download Template button to download the template.
    A blank excel sheet is displayed. Refer the instructions listed in the Important Notes to upload the data.
  4. Fill in the excel sheet.
  5. Click Choose File and select the filled excel sheet.
  6. Click Import button to import the updated list into the application.