Automatic Partner Determination in Appointment
While creating a new Appointment, when we add an 'Account' to it, the 'Sales Territory' is automatically populated. (Based on the sales territory of the account).
However, is there a way where we can automatically add a partner in the Appointment based on the 'Sales Territory' Owner.
Ankush Pashine replied
The determination depends on Business Configuration ->Setting ,which you maintain under :
1.Go to Business Configuration->Open Activity List ->Activities->Maintain Involved Parties for Appointments.
=>Now in the screen "Involved Parties for Appointments" ,select the 'Party Role' and click button
=>In the determination window ,what all determination are checked/active base on that the auto determination will take place in 'New Appointment' screen.
e.g. For Party Role 'Owner' ,the determination is base on Account Team/Territory Team/Current User..
Hope this answer.