You need to sign in to do that
Don't have an account?
amish.jain
Region Assignment workflow issue
Hi
I need to create a Rule which divides the " North -East " region alphabetically among two Sales Reps (Sonny & Anoop)
So, all accounts name starting with A to J to be assigned to Sonny &
account name stating with K to Z to Anoop.
Created a custum field to divide the north-east region as NE1 & NE2.
Now created a workflow to to assigne the NE1 & NE2 region,
Workflow for Sonny is working
( (((LeadGen Hold-Over EQUALS 'Sonny Sonare' OR (LeadGen Hold-Over EQUALS null AND Account Rating NOT EQUALS 'D' AND Account Type (Pulled From Account) NOT IN ('Partner','Partnership Prospect','Competitor') AND Linkedin Sales Region EQUALS 'North-East' AND North East Division EQUALS 'NE1')) AND LeadGen Owner Email NOT EQUALS 'sonny@impetus.com')) )
Whereas the same workflow for Anoop with region as "NE2" is not working
( ((LeadGen Hold-Over EQUALS 'Anoop Goyal' OR (LeadGen Hold-Over EQUALS null AND Account Rating NOT EQUALS 'D' AND Account Type (Pulled From Account) NOT IN ('Partner','Partnership prospect','competitor') AND Linkedin Sales Region EQUALS 'North-East' AND North East Division EQUALS 'NE2')) AND LeadGen Owner Email NOT EQUALS 'AnoopK.Goyal@impetus.com') )
Please guide me on this, also let me know the possible ways of doing the same.
I need to create a Rule which divides the " North -East " region alphabetically among two Sales Reps (Sonny & Anoop)
So, all accounts name starting with A to J to be assigned to Sonny &
account name stating with K to Z to Anoop.
Created a custum field to divide the north-east region as NE1 & NE2.
Now created a workflow to to assigne the NE1 & NE2 region,
Workflow for Sonny is working
( (((LeadGen Hold-Over EQUALS 'Sonny Sonare' OR (LeadGen Hold-Over EQUALS null AND Account Rating NOT EQUALS 'D' AND Account Type (Pulled From Account) NOT IN ('Partner','Partnership Prospect','Competitor') AND Linkedin Sales Region EQUALS 'North-East' AND North East Division EQUALS 'NE1')) AND LeadGen Owner Email NOT EQUALS 'sonny@impetus.com')) )
Whereas the same workflow for Anoop with region as "NE2" is not working
( ((LeadGen Hold-Over EQUALS 'Anoop Goyal' OR (LeadGen Hold-Over EQUALS null AND Account Rating NOT EQUALS 'D' AND Account Type (Pulled From Account) NOT IN ('Partner','Partnership prospect','competitor') AND Linkedin Sales Region EQUALS 'North-East' AND North East Division EQUALS 'NE2')) AND LeadGen Owner Email NOT EQUALS 'AnoopK.Goyal@impetus.com') )
Please guide me on this, also let me know the possible ways of doing the same.