When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.
Already have an account? Login
Login to the community
No account yet? Create an account
Social LoginLogin for Freshworks employees Login with LinkedIn
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.