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Former Member
Nov 21, 2011 at 10:44 AM

Territory MGMT Rule

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Hi Gurus,

in CRM 7.0 web ui

i created territory with three levels(continent, country, geographic area ) but only using first level (continent) and assigned "Rule" for Accounts.

i created rule as per best practice document , i set rule parameters to country and region and conditions in action i passed value for this parameters and then released and finally saved.

no employee responsible assigned.

now when to see what all accounts this territory is assigned to by using "display relationship" tab on rule box.

i donot get any result.

and even while creating an opportunity with the BP account which has values which i passed in rule conditions, i donot get territory in field "Territory ID" in general data ... where actually it should be filled up from BP address data...

i am not talking about territory id from employee responsible ...that is working fine..

problem is with "Account " based rule.

am i missing something..or do i need to run any report...any other clue.. why it is not happening..?

Thanks,

g