Multiple territories

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christine.mollard
christine.mollard
in Academy Discussions

I don't understand how it can be possible that an account may have more than one territory assignment. The account is unique and we assign a territory for it or change it but it remains only one territory by account from my understanding.

Could you please explain what I misunderstand ?

Thank you

Answers

  • Venki9902
    Venki9902
    edited June 2023
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    Hi @christine.mollard,

    You can achieve this by creating a code by contacting the territory code and account code ,that way you can achieve uniqueness with accounts with multiple territories.

    Hope this helps :)


    Regards,
    Venkatesh

  • christine.mollard
    christine.mollard
    Options

    Thank you Venkatesh for your answer. My issue was : how is it possible to have multiple territories for one account ? as for my understanding I thought it was unique : one territory in front of one account.

    Thank you

  • Venki9902
    Venki9902
    Options

    Hi @christine ,

    With the help of the numbered list, you can achieve that.
    Since it is related to L3 we can't help you directly
    Please find the below example:

    image.png


    Consider project as territory and create a code of territory and account with what you can able to achieve.

    Hope this helps :)


    Regards,
    Venkatesh

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