Hi.
We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory.
Our territory hierarchy is Country (top most) ==> Region ==> Rep
In this specific case the hierarchy is North America ==> East ==>017 - John Smith
The rule is set up as follows:
- 017 - John Smith
- Account Owner is John Smith
I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith
Instead of having the accounts assigned to Territory 017 - John Smith, the accounts are all assigned to Territory North America, the highest level.
I tried this multiple times to no avail. There must be a simple solution that I am overlooking.
Any help is appreciated in advance!
John Galich