Add a Lead Assignment Mapping
Map your new custom dimension for territory assignment to leads.
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In the Setup and Maintenance work area, go to the following:
- Offering: Sales
- Functional Area: Leads
- Task: Manage Sales Leads Assignment Objects
- Select Sales Leads.
- In the Candidates tab, select Sales Lead Territory.
- In the Sales Lead Territory: Mapping Sets tab, select Mapping Set 1.
- In the Mappings table, click Create.
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Select or enter values for these fields:
Option Description Type Attribute Exact Match Select Function Code Enter the appropriate dimension code, such as Ext1 Candidate Object Territory Work Object Sales Lead Candidate Object Attribute: Low Dimension Member ID Work Object Attribute: Low Select the appropriate field, such as Branch or Sales Market - Click OK.
- Repeat steps 5-7 for each mapping set.
- Save and publish.