Current Scenario:

We want to start working with the sales territories but find the current setup not very user friendly. Our sales territories are always assigned to one person (based usually on regions).

This territory (for example South Germany) is cleary structured by states, zip codes or other geografical data. All accounts are created by Mr. Müller. Mr. Müller would be also the area responsible / sales manager of territory South Germany. Right now Mr. Müller needs to select his territory every time, when creates an account eventhough that we have all data in the system for a clear mapping.

Solution:

In the account creation process there should be automatically according the account owner also the respective territory assigned to the account. That helps us to run the reporting (Power BI) properly in the background based on territories and the users can create list views for their countries based on that.

We can save the people choosing (every click in the creation process unfortunately is taking away user acceptance) and minimize errors.