A business process can be
used to automate team assignments by territory using a Switch Activity.
Create the variable TERRITORY as a string.
Select the Leads module and
Record Type of New Records Only.
The operation is Switch Activity. The Assign Field is the TERRITORY global
variable and the Assign Type is String.
For the switch field, we use
the expression =PRIMARY_ADDRESS_STATE.ToUpper(). The leading equals character means that it is
a C# expression and not just a field reference.
The properties added need to include all 50 states, with the
appropriate region as the value.
Each path out will have an expression like TERRITORY ==
The operation is Assign Module, the module is Leads. The Source ID will be a reference [ID]. The User Assignment Method is Static
Team. The Team is the appropriate team
for the region.
All paths from the tasks lead to the End Event.
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