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I'm in early stages of setting up DPO in a Sandbox. I'm trying to create a 2nd territory with the same Manager name. The Manager for the first territory doesn't show up when I type-ahead in the 'Manager' field. To get around this, I selected 'change view' to 'user lookup view' ... the name appears .. i select it and hit Save .. and get this error:
The same error occurs when I add a sub-territory and try to assign a Manager to more than a single sub-territory.
Any ideas? thanks!
What you described suggests that you cannot add 1 manager to 2 territories.
I was not aware of it but I could find exactly that scenario described here: docs.microsoft.com/.../set-up-sales-territories-organize-business-markets-geographical-area.
Manager. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.
Important. You can't allocate the same user to multiple territories. If you need to assign a user to a larger area (more than one existing territory), create a new territory that includes the existing territories, and then assign the user to that new territory.
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