How To To Automatically Assign Leads To The Territory Upon Creation
Last updated on FEBRUARY 24, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 188.8.131.52.0 and later
Information in this document applies to any platform.
On : 184.108.40.206.0 version, Leads, Sales Campaigns
How to create a rule to automatically assign leads to the territory?
When the user creates a lead data and fills in its geographic information, click Save and Close, and we want this lead to be automatically assigned to the specified territory
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