bowens's Profile
Rookie
11
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Questions
3

Answers
2

  • RE: Auto Assign Sales Territories
    Rookie Asked on February 14, 2020 in How To's.

    Thanks.

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  • RE: Auto Assign Sales Territories
    Rookie Asked on February 14, 2020 in How To's.

    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.

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