Good Morning,
I can't seem to find the answer to this one... Our territories are assigned based on the zip code of the Account/Contact. I would like to have CRM automatically assign the Territory when the Zip Code is entered. Is there a way to do this with out scripting? We are trying to stay away from scripting if at all possible. I've looked into real-time workflows, but I can't get them to work.
In the case that we must use scripting, is this a difficult thing to accomplish?
Thanks in advance!
Dave