Territory Distributor

To use the territories to assign records you'll need to create or update a distributor to include a territory filter.

To do this you'll need to have a team with team members. Click here to learn more about teams and team members.
Click here if you need more information about creating a distributor.

From the distributor scroll to the team member filters section and click member filter enabled. Select Tags from the member filter type drop down and Territory as the type. This configuration will match your records to the corresponding territory tag and assign it to the users with that tag.

Note that Distributors using territory filters will not assign unknown territories. If you want to assign unknown territories, you can create a 'catch-all' distributor underneath the existing distributor, with the same filter settings, but without the territory filter.

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Territories - Technical Details