You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Territory re assignment to opportynities

edited Aug 7, 2021 6:43AM in Sales 2 comments

Summary

Territory re assignment or re allignment when the primary partner changes in opportunity

Content

Hi All,

We have territory assignment to opportunities with both partner centric and customer centric, but the territory re assignment is not happening for partner centric territories.

Use case: Partner A is having territory A and partner B is having territory B, when an opportunity created with Partner A as primary partner..Territory A is getting assigned, when we update the primary partner to Partner B and run the assignment process Territory B is not assigned to opportunity, still territory A is showing up.

 

Can someone help us on this

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!