Updating territory on records in a group

You can simultaneously update the Territory field on all records in a group. You can perform this action on groups containing companies, persons, cases, opportunities, or leads.

1. Ensure mass operations are enabled. For details, see Enabling mass operations.
2. Back up the database and ensure all users are logged out of Sage CRM. For details, see Locking the system.
3. Click My CRM | Groups.
4. Click the name of the group that you want to update.
5. Click Update Territory.
6. Select the new group territory from Territory name.
7. Click Save.
8. Click GO and click Continue.