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Editing territory effective dates

You can add effective dates to your territories to define when your territories are in effect. For example, if you need to redistribute accounts in your territory partway through your planning cycle, you can add an end date to that territory and then create new territories for those accounts with correlating start dates.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Manage tab to open the manage version of the planning cycle.

  3. On the battle card canvas, select the battle card that contains the territories you want to edit.

  4. In the data tray, click the Territory quota tab.

  5. Double-click in the territory row that you want to edit.

  6. In the Territory effective dates column, add or edit the start and end dates as needed.

  7. Click anywhere outside of the territory row to exit edit mode and save your changes.