Account-based planning

When you select the Account view on the map, the map updates to show your account pins and the corresponding menu on the top right corner of the map changes to provide actions relevant for account-based planning. Account pins are populated based on your sales activity data. This lets you visualize your account distribution across your territories, including any override accounts. You can select accounts and assign them to another territory. Accounts reassigned this way become override accounts, meaning that the new rule overrides a territory's base rule to place the account there. You can also select an override account on the map and remove the override rule. This returns the account to its original territory.

We've included filtering options to let you show all accounts or only override accounts. If you've selected a territory, you can also filter to view only accounts within that territory.