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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
How to assign a correct sales territory to a new online customer?
All our customers being created online are being assigned to our default sales territory regardless of where they actually are.
What looks to me to be happening is:
1) New customers fills in our registration page. (which doesn't have an location info, because it doesn't need it)
2) When the registration page is submitted, it created a lead in NS and assigns it to the default territory (because it doesn't have any other info at that point)
3) When the person later enters their billing address, it's not rerunning the sales territory logic to update it once it knows the billing addy.
Has anyone else experience this and how do I go about triggering the Sales Territory assignment rules to run for web customers?
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