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  3. Territory Optimization and Advanced Territory Features

Territory Optimization - Adjusting Resources

How to reassign specific areas to different territories quickly using territory Optimization e.g. re-aligning areas from three reps to two

If you have just lost one of your Sales Reps and needed to reassign areas or are looking at a local Merger and Acquisition in the North East. What would your territories look like if you reduced your existing territories by one rep or if you added two reps to the mix?  

The below workflow will detail how to re-align three territories to two if a sales rep has left your company: 

  1. Filter your territories down to the territories you wish to edit 
  2. Select Optimize Territories 
  3. Change your number of Territories to add/remove resources – You are only optimizing the sales reps in this section of the country 
  4. Select complete
  5. Your filtered territories will then be re-optimized to display the new number of territories you require. 
Adjusting Resources 25-01-2021

 

Note: You can compare your new alignment to the old alignment by selecting the hamburger icon and selecting compare to last save. This will display your territories in a side by side view comparing the areas and balances. 

 

Compare to last save 25-01-2021