Hi, @JaredDolich
I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work.
I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name".
How did you realize it?
Can you please suggest if I am missing any other instructions? I went through all the use cases multiple times but could not find any further instructions.
Any hint/clue is much Appreciated.
提前谢谢!
I am looking forward to hearing from you soon.
Best regards.
Wei