Filtering customer accounts on the map

You have the option to filter your customer accounts pins for a more customised view.

On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select a battle card.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
Depending on which map you opened in your previous session, you'll be taken to either the Geographies map or the Customer accounts map.
On the bottom right corner of the map, click Account filter : The options you see vary depending on your selection of the Geography map or the Customer accounts map, and whether you are viewing by Geographic region, Territory or Account.

Table 12. Account filter options

Map visual	View mode	Filter options
Geographies map	Territory	Filter accounts by territory - you can choose to view all account pins or only accounts for specific territories. Filter accounts by type - you can choose to view all accounts or just your override accounts. Filter accounts by assignment - you can choose to view all your accounts, or only assigned ones or ones that don't have any assignment.
Geographies map	Geographic region	Filter accounts by type - you can choose to view all accounts or just your override accounts. Filter accounts by assignment - you can choose to view all your accounts, or only assigned ones or ones that don't have any assignment.
Geographies map	Account	Filter accounts by type - you can choose to view all accounts or just your override accounts. Filter accounts by assignment - you can choose to view all your accounts, or only assigned ones or ones that don't have any assignment.
Customer accounts map	Territory	Filter accounts by type - you can choose to view all accounts or just your override accounts. Filter accounts by assignment - you can choose to view all your accounts, or only assigned ones or ones that don't have any assignment.
Customer accounts map	Account	Filter accounts by assignment - you can choose to view all your accounts, or only assigned ones or ones that don't have any assignment.

You can filter by account and by territory at the same time to show only account overrides for the selected territory.

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