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Territories view in Account-Leads-Opp and Forecats — Cloud Customer Connect
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Territories view in Account-Leads-Opp and Forecats

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edited Nov 9, 2017 4:43PM in Sales 1 comment

Summary

Territories view in Account-Leads-Opp and Forecats

Content

Hi all,

I have created the Sales Territory with my setup user. First Proposal and then activated. Then, I have run the processes: “Request Account Assignments” and “Revenue Territory Territory Based Assignment”. Following  all the steps of the manual.

With my setup user and with a Sales Manager user, the territories are perfectly seen from the menu option => Territories

Where I do not see anything is in Opportunities, Accounts, Leads and Forecasts with those users. For example, in the Team tab of these objects: selecting “Territories” does not bring anything. In Forecasts, nothing.

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