Can I use the territory feature to give access to users and keep the owner field empty?

Modified on: Mon, 27 Apr, 2020 at 4:42 PM


Yes, we can leave the List of users for auto-assigning leads in round robin empty and give in the users name in the List of users who have access so that these users will have access to the records in the territory and no owner will be assigned.


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Can I use the territory feature to give access to users and keep the owner field empty?

Modified on: Mon, 27 Apr, 2020 at 4:42 PM


Yes, we can leave the List of users for auto-assigning leads in round robin empty and give in the users name in the List of users who have access so that these users will have access to the records in the territory and no owner will be assigned.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

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