Assign Accounts
You can assign accounts to a territory:
Indirectly by entering one or more attribute values for attributes such as country, region, postal code. In this case, a territory would be responsible for all accounts that have an address for a specific country, region, and zip code.
Directly by entering one or more attribute values (that is, the account number) for the attribute Account. In this case, a territory would be responsible for those particular accounts that you have specified.
Example
Assign Accounts Indirectly
Enter the following attribute values to assign accounts indirectly:
Attribute |
Description |
Attribute Value |
|---|---|---|
|
Country |
US |
|
|
BOSTON |
|
|
01821 |
In this case, all accounts that have an address in US, Boston, with the zip code 01821, fall within the scope of this territory
Assign Accounts Directly
Enter the following attribute values to assign accounts directly:
Attribute |
Description |
Attribute Value |
|---|---|---|
|
Account |
4711 |
To view the account assigned to a territory or the territory assigned to an account, use the Territories Search page