Skip to main content

Moving accounts in Account list

You can select multiple accounts and move them to different territories.

  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 the battle card that contains the accounts you want to view.

  4. In the data tray, click the Account list tab.

  5. Populate accounts by either selecting the the territory group type or select nUnassigned to view unassigned accounts.

  6. Select the accounts that you would like to move to a different territory and click the Move button.

  7. On the pop up screen, choose the territory that you want to move the accounts to.

    Tip

    You will need to run a coinsort to see the most up to date data.