I am trying to create a workflow for Targets that were imported into SuiteCRM to be assigned to Account Managers assigned to those territories by State. Can someone walk me through this process? I have tried to do this in a few different ways, but it isn’t working correctly.
I am looking for a simple way to say if the Target is located in State X, assign that target to Account Manager Y. Relatively simple, but not so much when trying to work it out. I see it a little easier with Leads, but need to do it based on Targets if possible.
Thanks in advance!