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Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX Sales

in Sales

Summary:

Hello everyone,

We are implementing Oracle CX Sales for a B2C scenario. Our current model is:

• Contacts: used for individuals (consumers)

• Opportunities remain associated with a single Contact

• Contacts do not have associated accounts

We need these opportunities to be automatically assigned to Territories using Territory Management (for routing/assignment and reporting).

Questions:

1. Is it possible to configure Territory Management to assign territories to Opportunities based solely on Contacts that do not have associated accounts?

2. If this is not possible or not recommended, what is the best practice for B2C in Oracle CX Sales for assigning territories to opportunities?

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