Territory for Accounts

(0) Share

Report

Posted on by Community Member Microsoft Employee

When qualifying leads, how do I make Territory field in Leads connect to the territory field in Accounts? Is there any way that Terrirtory will be carry over to the Accounts? Thank you in advanced.

*This post is locked for comments

All responses (2)

Answers (1)

Community Member Microsoft Employee on at

Like (0)

Report

RE: Territory for Accounts

Hi Shahbazz,

Thank you so much, it is working now. Another question: Is there also a way that relationship type in Accounts will be defaulted to Prospect when leads are qualified. Thank you in advanced.
Verified answer

Shahbaaz Ansari 6,203 on at

Like (1)

Report

RE: Territory for Accounts

Hi Samson,

Try field mapping it might help,below is the link please check it,example is for opportunity, you can use it for account

community.dynamics.com/.../mapping-lead-data-to-new-opportunities-in-dynamics-365-crm,

Best Regards,

Shahbaaz