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Use Case: How to use Enterprise Territory Management with Traction Complete to update territory ownership

Many enterprise organizations use Salesforce’s Enterprise Territory Management (ETM) to segment and balance their territories but when it comes to updating ownership of the related accounts they are stuck – left with APEX code or data loads to assign ownership.

Learn how Traction Complete’s suite of products can help your team:

  • Access the ETM Territory ID for use in Complete Leads automation
  • Stamp the related Territory IDs across Account and child objects
  • Rollout ownership of Territories across

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