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Filtering customer accounts on the map

You have the option to filter your customer accounts pins to show only override accounts or to only show accounts for a selected territory.

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

  2. Click the Territory view.

  3. On the battle card canvas, select a battle card.

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

  5. Switch the toggle from View grid to View map to open the map view.

  6. Select Account from the drop down menu on the top-left corner of the map to activate your account pins.

  7. Click filter.svg Account filter on the bottom right corner of the map.

  8. Filter accounts by type:

    • Base & override accounts - shows all of your accounts

    • Override accounts only - only shows accounts with account override rules

  9. To filter by territory, select the Territory view from the drop down menu on the top-left corner of the map, and then click filter.svg Account filter again.

  10. Filter accounts by territory:

    • Show all accounts - shows all of your accounts

    • Show accounts for selected territory - only shows accounts for your selected territory

    Note

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