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.
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.
