Is it possible to use Align and CRM in a mixed configuration?
Examples of this configuration are as follows:
- Creating Territories in CRM and Align manually. This is instead of creating the Territories exclusively in Align.
- Assigning existing users to Territories in CRM manually. This is instead of assigning users to Territories exclusively in Align.
- Assigning Multichannel Cycle Plan (MCCP) targets in CRM manually. This is instead of using Targeting functionality in Align.
Note: There can be other scenarios of this mixed configuration.
This configuration is not recommended, not supported, and causes unexpected behavior.
It is recommended to use Align exclusively for managing alignments, if deployed.
Align Help Documentation: N/A
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