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Service Ticket Routing based on Sales Group

Feb 09, 2017 at 12:13 PM

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Former Member

HI Team,

We need to rout the ticket based on Sales Group,

Currently we identify customer based on Email - need to assign the service team based on sales group, but in routing rules we don't have sales group

We can add Sales group in to routing rules?

Regards

Rachappa

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2 Answers

Anurag Shyamala
Feb 09, 2017 at 09:57 PM
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Hi Rachappa, you can look into implementing Territory Management, and route using that. Please refer to the Cloud for Customer Administrator Guide in order to find out more information.

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Former Member Feb 10, 2017 at 05:29 AM
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HI, Thanks for reply,

We already considering territory option but we able to add sales group that would help us.

Regards

Rachappa

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