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Territory Setup Use case

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in Sales 1 comment


Territory Setup use case

Content (required):

I have the following use case for one of the territories:

Dimensions: Address and account size

A manager should see all the data for which my dimension would say state = Any, account size=any whereas his reportees should only see their own Account data irrespective of state and size. In this case, how do I set up the hierarchy? how does forecast and quota work?

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Code Snippet (add any code snippets that support your topic, if applicable):

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