HubSpot Automation is a major element in customising HubSpot to suit your business. The workflow tool is flexible and easy to use, yet many people find themselves in a bit of a pickle; what started out as a great idea can turn into a complex solution that's difficult to support and update. One such example is sales territory assignment, so I thought I'd set out a few options, and highlight the pros and cons of each.
Every company I've worked with has a slightly different way of defining sales territories . When considering the best way for your business we recommend that you start off by thinking about the following 4 points: