How To To Automatically Assign Leads To The Territory Upon Creation

(Doc ID 2326637.1)

Last updated on FEBRUARY 24, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.12.1.0.0 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
 

Solution

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