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Can we assign Territories to Leads during create and update and for Opportunities while update auto

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edited Jul 26, 2021 10:38AM in Sales 2 comments

Summary

Can we assign Territories to Leads during create and update and for Opportunities while update automatically with any profile options

Content

Hi Team,

 

We want to know is there any profile options that we can set to assign territories automatically(without running or scheduling any job) when a Lead is created/updated?

Is there any profile options that we can set for Opportunities too during update of the record?

 

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