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Knowledge Home | Functional Area | Admin & Setup |
Territory Engine - can it run sooner
The Territory Engine will run only once a day UNLESS the Administrator

asks that the Territory Engine be run upon import - immediately.

Go to: Account Setup > Security > Apply Territory Engine on Create Set this to Yes!

That will force the engine to be run once a contact is added to the database either by import or web form (if its a new record and not an update). See the attachment

Alternatively, Users and user groups can always be assigned manually to the sales team of a contact or entity by using the "Add Remove Team Member" choice after doing a Search within an entity.
 

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Type: Knowledge Base
Tag(s): Sales/Oppty
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