Territories view in Account-Leads-Opp and Forecats
SummaryTerritories view in Account-Leads-Opp and Forecats
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.