Sage CRM

I would think that when a user creates a new person, company, communication, etc. that the territory field would be set to the users home territory. This doesn't seem to be the case. Our default territory is set to Worldwide. I found a couple of posting…

I'm a system admin who is fairly new to Sage. Our company uses the Outlook integration plugin versus the exchange integration for security/server reasons. When users sync appointments or tasks from Outlook to Sage, it automatically defaults the "team…