1. Implementation Reference
  2. Add an Attribute for Lead Assignment

Add an Attribute for Lead Assignment

Add one or more lead lookup fields or custom child object fields for territory assignment to leads.

You can add one or more of the following for territory assignment to leads:

  • A standard lead lookup field
  • A custom lead lookup field
  • A lead custom child object field
  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Leads
    • Task: Manage Sales Lead Assignment Objects
  2. Select Sales Lead.
  3. On the Attributes tab, click Add Row.
  4. Select the standard or custom lookup field you want to use, such as Branch or Sales Market.
  5. Save and publish.

What to do next

Add an assignment mapping to use this attribute as a custom dimension.