---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Run Assignments

# Run Assignments {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Run sales territory assignments to assign CRM entities to the most eligible territory. Each territory is checked against its own or cascaded territory conditions related to the CRM entity.​

## Before you begin

Role required: sales territory admin

* Complete all prerequisite configuration steps, such as activating the sales territory model, configuring territory levels, and defining territory conditions.
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## Procedure

1. Navigate to AllSales Territory ManagementRun Assignments.
2. Select an active sales territory model or territory to run assignment rules:  
   * If active sales territory model is selected, all selected sources and their data are evaluated against the complete territory hierarchy. Existing assigned territory will be replaced with the newly evaluated one.
   * If active territory is selected, only those entities with no assigned territory will be evaluated against the territory condition.
   {#run-assignments__ul_c5f_fq3_mhc}
3. Select one or more source tables to run assignment rules on:  
   * Opportunity (sn_opty_mgmt_core_opportunity)
   * Lead (sn_lead_mgmt_core_lead)
   * Consumer (csm_consumer)
   * Account (customer_account)
   {#run-assignments__ul_hr5_fv2_dhc}
4. Select Run Assignment Rules.

## Result

Sales Territory Management is assigned in the CRM entities. All the Sales Territory admins will receive an email notification when the job is completed. The selected sources entities are assigned to a territory if they
fulfill the territory conditions.
**Related concepts**   

* [Using Sales Territory Management​](https://www.servicenow.com/docs/~RXwOYqde40bD1Y0V8GoPA "Sales Territory Management​ is a strategic framework for organizing and managing CRM entities such as Accounts, Consumers, Leads, and Opportunities. To assign territories, you can run Run Assignment to automatically distribute CRM entities, or manually update the primary territory.")
* [Sales Territory Management​](https://www.servicenow.com/docs/6qn18RTk50PL5QvYs_r4Aw "Sales territory management enables you to structure and optimize the sales efforts of your organization based on territories. It focuses on dividing CRM entities, such as accounts, leads, opportunities, and consumers, into manageable segments (geographical, product, or industry-based) to promote efficient coverage and accountability.")

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