CRM On Demand - Administration (MOSC)

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Sales hierarchy and assignment

edited Nov 15, 2011 7:53AM in CRM On Demand - Administration (MOSC) Question
Hi all -

Research/best practice question/conversation......I am trying to look at different options for a replacement on how we currently assign account owner/team and lead owners.

The requirements are a little vague as the business is still attempting to determine what they want to do.

Current process today..

We receive a file of zip codes and people to be assigned to accounts/leads based on the zip code.  The system that maintains the zip code assignments is home grown and no longer supported so we are attempting to look for a replacement.

Based on that zip code file we do the following via a web service in CRM:

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