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.
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.
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.
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.
