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 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 ...
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 ...
Can I trigger assignment rules for records that are created manually?
No, assignment rules cannot be triggered when records are created manually. They can only be triggered when records: Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules Enter any of those modules through ...
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...