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jenny jade Territories
I am working on Territories .
I added these below fields as well as per the process.
Territories(on Account layout)
Evaluate this account against territory rules on save(on edit pagelayout)
I created a Territory with name Central and
and Assigned few users in this Territory
I have a rule which is Position = Central
and now I created a Account and gave Position = Central and saved the record ,I was suprised to see that it did not tag to the assigned users ,instead it was sitting with the user who created it
I added these below fields as well as per the process.
Territories(on Account layout)
Evaluate this account against territory rules on save(on edit pagelayout)
I created a Territory with name Central and
and Assigned few users in this Territory
I have a rule which is Position = Central
and now I created a Account and gave Position = Central and saved the record ,I was suprised to see that it did not tag to the assigned users ,instead it was sitting with the user who created it