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JillW
Automatically Assign Account Owner
Hello,
Is there a way to automatically assign an account by territory? (That is, if Territory = Los Angeles, then owner = Mary, else if Territory = San Francisco, then owner = John.)
With Leads you can do it using the Lead Assignment rules to send them to a specific Users, or Queue. But unfortunately there is no Account level analogue for Lead Assignment rules.
You might still be able to get there using a workflow rule with a field update (or at the very least trigger an email alert to the "appropriate" owner that an Account had been added to their territory).
But what the hell do I know...
That sounds like what I need. Can you give me some more details?
Thanks.