How to remove old team members from Leads which were added as per territory assignment in the past — Cloud Customer Connect
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How to remove old team members from Leads which were added as per territory assignment in the past

in Sales 3 comments

Summary:

How to get the old team members removed from the existing Open Leads which would have got added as per territory assignment in the past.

Content (please ensure you mask any confidential information):

As there are scenarios, when a particular Resource is transferred to another location and hence will be removed from the old territory team members as well. In such cases, how can we remove this particular Resource from the leads where he was added as a team member after territory assignment process execution. As of today, he do not want to be as a team member on all such leads.

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