1. Implementation Reference
  2. Enable Prospects for Inclusion in Sales Territories

Enable Prospects for Inclusion in Sales Territories

By default, you can only include accounts of type customer in sales territories. You can enable the inclusion of accounts of type prospect, by setting the profile option Account Types Enabled for Assignment ( ZCA_ASSIGNMENT_ACCT_TYPE_ENABLED).

  1. In Setup and Maintenance, go to the Manage Administrator Profile Values task:

    • Offering: Sales

    • Functional Area: Sales Foundation

  2. Search for the profile option ZCA_ASSIGNMENT_ACCT_TYPE_ENABLED, Account Types Enabled for Assignment

  3. Change the profile value to ZCA_CUSTOMER,ZCA_PROSPECT. Make sure you leave no space between the two entries.

Important: There's a slight functionality difference between the two tabs in the Territories Work area for prospect accounts. On the Territories tab, you can add any prospect account. In the Sales Territories Hierarchy tab, the prospect accounts must also be part of an account hierarchy underneath an account of type customer.

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