I am trying to walk through the process of assigning a lead to a territory via the assigned territory related list on the lead and nothing is showing up. I'm following these instructions. I am testing out ETM in a Dev sandbox and have a model in planning status. Does the model need to be active in order for the territory records to be created and accessible from the lead? Currently I'm just seeing empty results.
2 risposte
Manoj Nambirajan (Dell Technologies) Forum Ambassador
Yes. it has to be active for it to function. Thanks