Easy Territory Configuration assumes that if your office does not assign a counselor to a value, it will "funnel" to the next level in the ranking order your office has set up in the Edit Territory Rank window.
If Easy is selected, your choices are to assign a counselor to a territory value OR the system will automatically go on to the next chronological ranked territory. The Territory Configuration window only prompts for the letter in the alphabet and the counselor assigned to the letter if the configuration is set to Easy. If the Counselor column is left blank for a letter, then the Territory Configuration will look at the ranking to determine the next level.
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The system receives a message to assign a counselor by the *ALPHA ranking. The Territory Configuration window indicates that candidates with a last name beginning with the letter S have a default counselor of Joe Wise. Therefore, the system will assign the counselor Joe Wise to Anne Smith. |
