Skip to main content

Editing seller assignments

You can edit your seller assignments to change the ownership percent or seller effective dates.

  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 Seller assignment tab.

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

  6. Enter a new ownership percent for your seller.

  7. Change the start and end date for when this seller assignment is effective.

    For example, if a seller decides to go on leave in the middle of your planning cycle, you will need to add an end date for that seller and then assign a new seller as their replacement.

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