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            Show Your Reps Other Users Assigned to Their Leads’ Territories

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            Show Your Reps Other Users Assigned to Their Leads’ Territories

            Increase the chances of your sales reps engaging prospects when they work with teammates on leads. Set up leads so that ones assigned to territories through Sales Territories show any teammates also assigned to those territories.

            Required Editions

            Available in: Salesforce Classic for some features and Lightning Experience for all features
            Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To create territories:

            View Setup and Configuration

            AND

            Manage Territories
            1. From the object manager settings for leads, open page layouts.
            2. Add the related list Users in Assigned Territories to the page layout.
              Related list that shows other users assigned to the lead's territory
            3. Save your changes.
              Users assigned to the same territory as the lead appear directly on the lead record.
              Users assigned to the same territory as the lead
             
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