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Manage collection territories to assign owners

Zuora

Manage collection territories to assign owners

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  1. Navigate to Automations -> Assign Collection Owner.
  2. To create a new collection territory, click New Customer Territory.
  3. Enter a title and description, and the conditions for a customer to fall into the territory, and then save.
  4. To edit an existing customer territory, click on the territory, make the required changes and save.