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territory-management

Automate territory listing, owner assignment, and account reassignment approvals in Keboola CRM.

Updated Jun 15, 2026
Search Tags:#account management#approval process#sales territory#reassignment workflow#CRM operations
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill territory-management-keboola
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: territory-management
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/territory-management
Command: npx skills add https://github.com/keboola/crm-plugin --skill territory-management-keboola

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

The territory-management skill solves the problem of efficiently managing sales territories and account assignments, making it easier to work with territories, account assignments, or territory planning.

Core Features & Use Cases

  • List Territories: View all territories and their owners.
  • Show Territory Detail: See which accounts belong to a territory and key metrics.
  • View Accounts: List accounts assigned to a territory.
  • Set Territory Owner: Assign or change territory owner.
  • Auto-Assign Account: Automatically assign an account based on HQ country.
  • Request Account Reassignment: Handle reassignment requests with an approval workflow.

Quick Start

To list all territories and their owners, use the 'list' command in the territory-management skill.

Frequently Asked Questions about territory-management

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate sales territory management and account assignments?▼

Automating sales territory management requires workflow scripts to list territories, assign owners, and process reassignment requests. This Skill executes these CRM operations, including auto-assigning accounts by HQ country and handling approval workflows.

How does the account reassignment approval process work in CRM operations?▼

The account reassignment approval process routes requests through a structured CRM workflow. This Skill handles reassignment request initiation and approval steps needed to transfer accounts across sales territories.

Can I automatically assign accounts to a sales territory based on country?▼

Yes, accounts can be automatically assigned to a sales territory based on the account's HQ country. This Skill supports auto-assignment to streamline territory planning and account distribution.

What is the best way to view sales territories and their assigned accounts?▼

Viewing sales territories and assigned accounts requires a dedicated CRM listing command. This Skill lists all territories, displays their owners, and shows which accounts belong to each territory alongside key metrics.

Do I need specific CRM operations knowledge to manage sales territory planning?▼

Managing sales territory planning requires understanding CRM operations like territory listing, owner assignment, and account distribution. This Skill automates these workflows, reducing the manual operational knowledge needed to maintain territories.

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