Sales Territory Assignment Request

Sales Territory Assignment Request — Form Fields

This business template includes 10 fields. Sales managers submit formal requests to assign, reassign, or carve new sales territories for reps. Free to customize and use on ZenBuild.

• Manager Name (text, required)
• Manager Email (email, required)
• Sales Representative Name (text, required)
• Request Type (dropdown selection, required) — options: New Assignment, Reassignment, Territory Split, Territory Merge, Coverage Gap Fill
• Territory Description (Region/Zip/Industry) (text, required)
• Business Justification (long text, required)
• Effective Date (text, required)
• CRM Update Required? (dropdown selection, required) — options: Yes, No
• Accounts to Transfer (list or file) (text, optional)
• Additional Notes (long text, optional)