+ Start a Discussion
@altius_rup@altius_rup 

Territory Management activation : impacts on Contact sharing, Contact list views

Hi,

Territory Management is great : we are planning on activating it.

 

We have 2 questions regarding impacts on Contacts :

1) Here ("Sharing Contacts" - http://login.salesforce.com/help/doc/en/contacts_sharing.htm) it says :

Contact sharing is not available for organizations that have territory management

What does thatmean, exactly ?

We are currently in a Private sharing model for Accounts and Contacts

 

2) How can we build contact lists related to territory portfolios ?

Once territory management is activated, do we get new options in building Contact list-views ?

Can we select, for example, all Contacts in Accounts of Territory X ?

If not, any suggestions to do this ?

 

Rup