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

I did some testing earlier. If I put a Tax Item in on the customer page, it will assign a sales rep based on the territories. But that requires someone manually putting in the Tax Item. I’d like to figure out how to have that filled in based on their billing address.

Rookie Answered on February 14, 2020.
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