How do I Create a Assignment Rule in the Territory Management App?

Updated on August 24, 2020 07:20AM by Admin

Territory Management App in Apptivo CRM helps you to create territories for the Customers, Contacts based on their workplace. It may also include the regions of a particular Country or State or a City.

Steps to Create an Assignment Rule

  • Login and access to the "Territory Management" App from the Universal navigation menu bar.
  • Click on “More(...) Icon and select the Settings”.
Territory Management

  • You will be redirected to the Settings page. Click on “Assignment Rules → CRM” from the left navigation panel.
  • You can create an Assignment rule for both Customers and Leads. For instance: Assignment Rule for Customer is created.
  • Tap on “CRM → Customers”. You will be viewing the Assignment Rules dashboard.

  • Click on the “Create” button to create a new Assignment rule. You will be directed to the “Create Assignment Rule” page.

Note: Enable the Assignment Rule option to be viewed on the Overview page.

  • Provide the following details on the Creation page.
    • Name - Provide the name for the Assignment rule.
    • Description - Enter the description for the Assignment rule.
    • Priority Score - Provide the required priority score/
    • Criteria - Set your own criteria to be satisfied.
  • Click on the “Create” button to get the Assignment rule created.
Create Rule

  • Go to the territory Management home page. Click on any Created Territory and add the United States for Assignment Rule and click on the Save button.

  • Now move on to Customers App and click on the Show All button.
  • Click on the "More details"(...) icon of any customer to view the customer details.

  • If the country is "United States", then the Territory will be automatically changed to the "Western US".
Customer Overview

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