I’ll have a look at the rotate record; territory management is something that is common in all competitive enterprise CRMs. I need the ability to set a territory but a set of parmaeters EG - all accounts under 200 staff that are existing customers = SMB territory. then I need to be able to assign that SMB territory, and it then assigns all the respective records to the rep. In addition to that, I then need to be able to report on territory performance. I need the ability to assign multiple territories to one rep, then when a new rep starts, assign that territory to them, and it moves the OPPS and Accounts contacts. Using a simple tracking field in HubSpot is a rudimentary way to manage this, which doesn’t really solve the problem.