Assigning Multi-Offices
How are Multi-Offices Assigned?
Automatically
- Multi-Offices are automatically assigned to accounts, clients when they are created or modified.
- When a record meets the criteria of a Multi-Offices, only then is it validated for its sub Multi-Offices.
- If a record does not meet the criteria, it will be validated for the next territory of the same level in the hierarchy.
- When a record satisfies the criteria of a territory, it will be assigned to that territory and Client management system will further move on to check if the record meets the criteria of the other Multi-Offices and sub Multi-Offices in the hierarchy.
Manually
- Multi-Offices managers can manually assign records to their Multi-Offices and sub Multi-Offices
- Users with Administrator profile can also manually assign Multi-Offices to records.
- Multi-Offices that are manually added can only be removed manually. Automatically assigned Multi-Offices cannot be removed manually.
To search records and assign to territories
- Click Setup > Multi-Offices Management > Assign Multi-Offices.
- Choose Accounts or Potentials from the drop-down.
- Choose one of the following from the drop-down:
- Multi-Office - Select the Multi-Office and sub-Multi-Offices from the drop-down list.
- Custom View - Select the list view from the drop-down list.
- My own criteria - Specify a set of criteria to filter records.
- Review the matching results that are listed and click Run Rules.
Records will be assigned to various Multi-Offices based on the Multi-Office rules. You will receive a confirmation email when the process of assigning Multi-Offices is complete.
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