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Territory re assignment to opportynities — Cloud Customer Connect
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Territory re assignment to opportynities

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edited Aug 7, 2021 6:43AM in Sales

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

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