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Former Member

Automatic Partner Determination in Appointment

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.

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1 Answer

  • Best Answer
    Oct 15, 2015 at 02:14 PM

    Hello Anand,

    The determination depends on Business Configuration ->Setting ,which you maintain under :

    1.Go to Business Configuration->Open Activity List ->Activities->Maintain Involved Parties for Appointments.

    =>Now in the screen "Involved Parties for Appointments" ,select the 'Party Role' and click button

    'Maintain Determination'.

    =>In the determination window ,what all determination are checked/active base on that the auto determination will take place in 'New Appointment' screen.

    e.g. For Party Role 'Owner' ,the determination is base on Account Team/Territory Team/Current User..

    Hope this answer.

    Best Regards,

    Ankush.

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    • Former Member

      You nailed it, Ankush Sir.
      Thanks a lot 😊

      However, I had another small doubt. In our system, we are using multiple 'Sales Territories' for one 'Account'.
      Can the system be configured to select the 'Owner' of a particular single 'Sales Territory' ?