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Territory management in CRM 7.0

Former Member
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Hi,

I created a territory and assigned rules and employees for it. And in Display relationships views I can find the business partners account which I need.

But when I try to created I opportunity and entered the prospect, The territory Id showes "BTAdminH NOT bound".

I deleted batch sequence 20 "Business Partner Assigned to the user" in access sequences. And I want batch sequence 15 "business Partner From Territory Management" be effective. Please tell me how to do. thanks.

Best regard.

Rohn

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Answers (1)

Answers (1)

Former Member
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Hi Ron,

I am new to CRM 7.0. Can you tell the steps to create a rule, territory and then assign them to form a hierarchy.

Thanks n regards,

Vinu