Territory Effective Dating
I am looking for a solution to do territory effective dating in a model that can be used year over year without creating a new model each year. The ultimate goal is to roll up quota crediting to a specific Rep based on transaction date. Example:
Rep A assigned to Territory 1 = 1/1/2022 to 5/31/2022
Rep A assigned to Territory 2 = 6/1/2022 to 6/30/2022
How can I set up a territory assignment module/list to be able to do territory assignment to reps over time without creating new list items for each new assignment?