Assigning leads to territories
When a lead comes in, we need to assign that lead to a sales rep based on the territory they cover. It seems crazy that you can't do this. Who worked the lead that became a DEAL or an Account, if it wasn't previously assigned to that someone?? It looks like the only way you can assign leads is by creating a workflow and having to manually type in every state. It would be so easy if you could use Territory Mgt. I must not understand the purpose of it.