How to assign a candidate to a territory – Franchise Frameworks

1. Navigate to "Territories"

2. Click "View"

3. Click the arrow down

4. Click "Candidates"

5. Click "+ Assign"

6. Click "AVAILABLE"

7. Select either "RESERVED" or "SOLD"

8. Click "Select a user or lead"

9. Search and select the desired candidate

10. Click "Assign"

11. The territory status and its color will change to "Reserved"

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