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Is it possible to show territory Owner automatically in Lead Sales Team?

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294

Hi Team,

Currently we are having an requirement to show territory owner in Lead Sales Team with Sales Employee role. We tried to configure in BC but territory owner rule is not available in Sales employee determination list.

can any one Please help me on this?

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Thanks in advance!!

Regards

Anil

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Answers (2)

Answers (2)

former_member299260
Participant
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Hello Anil,

This functionality is not there in the solution and we do not have standard enhancement where this can be achieved.

You can try checking with the PDI solution enhancement possibility.

Regards,

Dipaankkar

former_member226
Employee
Employee
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Hi,

Did you think of using SDK enhancement for achieving the same? I beleive you shpuld be able to do so using either BeforeSave script for Lead or configuring a custom action via workflow based on your project need.

Thanks

Saurabh