RE: Auto Assign Sales Territories

I’ve created sales territories based on Tax Items (counties). And I’ve assigned sales reps to each territory. How do I auto assign new leads to those territories? Thanks.

bowens Rookie Asked on February 13, 2020 in How To's.
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4 Answers

Regardless your answer should be a workflow I’d still believe. If you Leads are autocreated you want to find a field that ties them to a territory.

The workflows would be something like this –

New Action > Set Field Value.

 

Basic Information > Trigger on Entry // Condition – “Location = A”

Parameters > Field “Sales Rep”

Value > Selection > “Sales Rep A”

 

So whenever you have Location A set, it would default the field of Sales Rep to Sales Rep A.

There may be ways to do this with scripts, etc but that’s not my strong suit just yet.

Beginner Answered on February 14, 2020.
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