Can I manually assign records to territories?
Yes. Territory managers can manually assign records to their territories. Users with the
Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.
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Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to clients, contacts and job openings when they are created or modified. When a record meets the criteria of territory, only then is it validated for its sub ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it validated for its sub territories. ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment clients, contacts, and job opening into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of ...
How are records assigned to territories?
Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...