Hello Zoho support!
I have a doubt regarding the new territory management feature: It is possible to assign to an account to a territory automatically based on the user's territory (the user that creates the account)?
I have created 2 territories, lets say Australia and Brazil.
Now, Australia contains 2 sales persons, and Brazil two more sales people.
My objective is to isolate the accounts from these two territories and that if a sales person from Australia creates an account, this account will be automatically assigned as an Australian Account only visible to Australian sales persons.
Is this possible?
Best regards,
Jaime