Deal ownership validation on territory change

Outcome. When a deal's territory changes but the current owner is not part of that territory's team, sales ops gets a flag and a task to review reassignment, so ownership stays aligned with territory instead of drifting after an account moves.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-047

flowchart TD
    A[Territory changes] --> B{Owner belongs to the matching territory team?}
    B -->|no| C[Set Ownership Territory Mismatch Flag = true]
    C --> D[Create review task for sales ops]
    D --> E[Notify sales ops]
    B -->|yes| F[Exit, no mismatch]

When to use it, when not to

• UseUse it when accounts (and their deals) can change territory, for example after a company updates its address, its size crosses a segmentation threshold, or a restructuring redraws territory lines.
• UseUse it as a review-and-flag mechanism, this fiche checks alignment, the actual reassignment to a new owner is a separate action, either manual or built with the rotation pattern from the lead-routing category.
• SkipDo not use it if territory almost never changes after a deal is created in your business, in that case the flagged volume will be near zero and the build is not worth the maintenance.
• SkipDo not use it as a substitute for a proper round-robin reassignment workflow, this fiche tells you ownership is misaligned, it does not pick the new correct owner for you.