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Address Lead/Oportunity - Territory assign

edited May 1, 2019 7:38PM in Sales 4 comments

Summary

Address Lead/Oportunity - Territory assign

Content

Hi all,

In Leads and Opportunities I need to add the address to be assigned to the correct Sales Representatives according to the Territory (with the Geography dimension as coverage). I refer to addresses to the fields: Country, City, State, Postal Code defined in Manage Geographies task.

I have the following questions:

Is the address in Leads the address associated with the Contact? Can I have this structure of address fields without being associated with the Contact?

Can I add those same address fields in the Opportunity as in the Leads (Creation and Summary page)? How is it done? If I can, is that address associated with the Account? Can I have this structure of address fields without being associated with the Account?

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