Designating Sales Reps to Accounts Process

How the scenario for New Territories and New Sales representatives are handled?

when there is no previous year data , when the New territories is planned not starting from First month.

What if new sales representatives are planned?




  • Hi @Rinkesh29 ,

    Thank you for your request.
    To me it sounds like you are looking for the "assign"-action.
    There is an example of countries and employees.
    In your case you would probably need to replace the parent hierarchy of country with territory.