Add a Lead Assignment Mapping

Map your new custom dimension for territory assignment to leads.

  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Leads
    • Task: Manage Sales Leads Assignment Objects
  2. Select Sales Leads.
  3. In the Candidates tab, select Sales Lead Territory.
  4. In the Sales Lead Territory: Mapping Sets tab, select Mapping Set 1.
  5. In the Mappings table, click Create.
  6. Select or enter values for these fields:
    OptionDescription
    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
  7. Click OK.
  8. Repeat steps 5-7 for each mapping set.
  9. Save and publish.