Implementing CRM 7.0.
Scenario: Account 11111 is assigned via a Geo-Based Rule (County) to Territory ZZZZZ. For this account, the business would like to have an exception whereby this account is assigned to Territory XXXXX instead.
Direct Assignment can be used to assign the account to XXXXX, but it does not remove the account from ZZZZZ. With direct assignment, this account will persist in both XXXXX and ZZZZZ. The business requirement is that the account ONLY exist in a single territory.
Is there a way to set up a new rule that will EXCLUDE any other rules?
Could I set up an Account Based rule and if accessed first, the system will not look for any other rules (Account or Geo based)?
Thanks for your help!