When creating a lead with specified region and marketing segment the template helps to automatically assign default lead owner and add suggested dealers for the lead. Selected dealer is automatically added to the opportunity related to the lead.
The template can be used as a sample for opportunity owner assignment and team selection in the opportunity.
Price and support
1. Add your regions and marketing segments in the corresponding lookups.
2. Add default owners for all regions and marketing segments in the "Default lead owners by region and segment" lookup.
3. Specify region and marketing segment of dealers in the "Accounts" section.