How do you assign Sales Territories?

Smart CRM & Sales Hub CRM
1

I am looking at assigning sales region/territories to a group of ~10 different users based on the state/region of the company. This is primarily for prospecting, so the state/region must be assigned as soon as the state is known.

My issue is that I have a mess of workflows performing this function, essentially 2 workflows (company and contact) for each of the 10 sales regions (20 workflows) - and when a sales person churns out or a region is changed around I have to change the user assigned and re-run the workflow(s).

How is everyone else doing this?
My reasoning for 2 workflows is sometimes there’s only a contact and more often there is a company and a contact - but I want the company to dictate the region if known.

2

Hi @hubmetropolis,

This should be doable with one company based workflow:

  • Enroll companies based on “When filter criteria is met” and specify [region propery] is known
  • Enable reenrolment for that property
  • Add a branch (and/or) and create one path per assignee, in each path, specify that [region property] is any of …
  • In each branch/path, use the “Set property value” to assign the company owner
  • Add another “Set property value” to also update the contact owner

That should be it, assuming that the region property determines the owners.

Give it a try and let me know where you’re getting stuck. (In that case, please also share a screenshot of one of your workflows.) No need for 20 workflows.

Best regards!