Updating Territory Assignments

If your company updates lead, prospect, and customer assignments through your sales territories, you have two other options:

• Keep Current Sales Rep – This option lets you choose to keep the sales rep or team selected on lead, prospects, or customer records.

  For example, if you use scripts to apply sales rules and territories, you can choose to not reassign records that meet certain rules.

• Clear Sales Rep Assignment – This option lets you remove the assigned rep or team from leads, prospects, and customers who meet the territory's criteria.

  For example, leads with no recent activity can be handled right away. If you clear the Sales Rep field, your sales team can reassign them manually.

Choose either option in the Sales Rep column on the Lead Assignment subtab of a sales territory.

Related Topics

• Sales Territories
• Setting Up a Sales Territory
• Making Changes to Territories
• Prioritizing Sales Territories

General Notices