Hi,

We recently setup a community portal and we are unable to assign leads to users based on their respective territories.

for example:
We have 2 partner users,
User1 who handles all leads from Jamaica
User2 who handles all leads from United Kingdom

I want the above users to only see leads, opportunities and accounts from their respective territories in the leads inbox or the deals page.

Would appreciate help on how that can be done.

Thanks,
Niel

I am trying to create a process through Process builder to update the following Fields if the field Future Interest = True:
Lead Disposition = Contacted DM
Outbound Disposition = Not Interested
Status = Nurture.

What I am trying to achieve is when a user marks Future interest as true I want these field to auto update to the above mentioned values.

I am trying to create a process through Process builder to update the following Fields if the field Future Interest = True:
Lead Disposition = Contacted DM
Outbound Disposition = Not Interested
Status = Nurture.

What I am trying to achieve is when a user marks Future interest as true I want these field to auto update to the above mentioned values.