Adding and Reassigning accounts/points in the Territory Builder.
There are 3 ways to reassign your accounts/points:
1. Single Account selection.
- Click on the account you wish to reassign
- When the info box appears select add to selection
- The selection panel will then open where you can select the territory to wish to reassign the account to and then select reassign.
2. Select Areas Button.
- Click on the Select areas button.
- Then left click on the map to start drawing an areas around the points you wish to select.
- Select the check icon to select all the points within your area (you can also double click to confirm the area). The x will cancel the area drawn.
- When the selection panel appears, review the accounts/alignment selected. If you do not want to reassign the accounts, uncheck the box.
- Select the territory you wish to add the accounts to and select reassign.
- To add additional fields to the selection panel, click on the hamburger icon beside the field name in the selection window and check on the fields you wish to display. Fields used in balancing can be added to the Summary and Region Tab. All data fields are available to be added to the points dataset tabs.
3. The Table:
- Users can also use the territory manager table to assign and reassign accounts. To do this, Open the table by going to the hamburger icon and selecting the table icon.
- To move accounts to another territory, select the checkbox beside any accounts you wish to move, select reassign, and then choose the territory you wish to move it to.
