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

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.

Beginner Answered on February 14, 2020.
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