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Ashley Leifer (Twilio) 님이 Territory Management에 질문했습니다

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. 

How do the Territories appear as a record from the Model? Does the model need to be activated?

답변 2개
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    2022년 11월 22일 오전 7:14

    Yes. it has to be active for it to function. Thanks

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