Skip to Content
0
Former Member
Oct 15, 2015 at 09:30 AM

Automatic Partner Determination in Appointment

230 Views

Hi all,

While creating a new Appointment, when we add an 'Account' to it, the 'Sales Territory' is automatically populated. (Based on the sales territory of the account).

However, is there a way where we can automatically add a partner in the Appointment based on the 'Sales Territory' Owner.

Attachments

Capture.JPG (40.7 kB)