Distribute Leads or maintain your Territory Assignments with Geopointe’s Automated Assignments feature. Setup your geographic regions in Geopointe and create an Assignment Plan to document the regional alignment of any Salesforce data. Use the results to set ownership, run workflow, build reports and much more.
Assignment plans can be set up for single assignment, multiple assignments, hierarchical assignments such as territory rep and territory managers, overlapping territories such as realtors, and caseworkers, multiple objects, updating other fields of ownership and much more. Every Geopointe subscription comes with 10 Assignment Areas. Additional can be licensed to scale to the needs of any organization.
To learn more about Automated Assignments, visit our help site.