Customer Relationship Management 6.7
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Administration Guide
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Territory Management
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Reassign Territories
Reassign Territories
As circumstances change, it may be necessary to reassign the territories belonging to an account manager to a different account manager. Using the Reassign Territories component in Territory Management, you can reassign profiles that comply with certain conditions to other account managers. For example, you can reassign all profiles in the Asia-Pacific region to a new account manager; or reassign all profiles in the USA whose SIC code is 111.
Note: Territories are assigned to an account manager when specifying a territory record, so profiles in the territory have the same account manager as allocated to that territory; see
Define Territories for details. However, a different account manager can be allocated to a profile when the profile is created or modified.
You reassign profiles by doing the following:
1 Select the profiles to reassign.
2 Process the profiles.