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.
Rookie Asked on February 13, 2020 in How To's.
It would likely have to be a workflow based from entry, I believe. If (LEAD) is created with a (FIELD VALUE) of X then Territory = Z or something like that.