Performing a Proposed Territory Realignment

You should only perform a proposed territoryIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. realignment when you have fully reviewed the changes in the proposal and found them to meet your needs. See Proposing a Territory Realignment for steps for those tasks.

1. Display the Territory Version detail page for the version for which you want to perform a proposed realignment.

   1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Territories from the Business Rules menu. Or, select in the universal menu, and then select Territory Categories under Territories.
   2. On the displayed Territory CategoriesA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category. page, select the link for the category you want.
   3. On the displayed Territory Category detail page, select the link for the version you want. The Territory Version detail page is shown.
2. Select Process Realignment. (This button appears only if there's already a valid proposal for this version. See Proposing a Territory Realignment for more information.)

3. On the displayed Process Proposed Realignment popup:

   1. Select Schedule realignment for later date and time.

   2. Select the date and time for the realignment to begin in the now-displayed fields.

      While you can just opt to process a realignment, this is often very resource-intensive, so we recommend scheduling it for after hours or over a weekend.

   3. Select Process. You'll be asked twice to confirm the realignment. This is to help ensure that you only perform a realignment when you're certain that you're ready to implement the new territory set. When the realignment is complete, you'll be alerted, and the territory category versionA territory category version is one version—current, historical, or in development—of the definitions, rules, responsiblity assignments (of national sales manages and sales contacts to regions or territories) that have been developed for a particular territory category used in SalesConnect. Authorized operators can develop territory category versions to test new territory definitions; when appropriate, a version can be implemented, at which time it becomes the current version for a territory category. Historical versions can be used to review ways in which you balanced territories in the past; versions in development can be used to experiment with new ways of balancing territories. SalesConnect prevents you from making some changes to the current or previous territory category version, since this would in effect change territory rules that have already been or are currently being enforced. will have been made current. Historical information for the version that was replaced has been saved, and all connectionsConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. which did not have territory locksA territory lock can be used to override automatic territory assignment for an office, rep, rep partnership, team, or plan sponsor. When you lock a territory for one of these connections, you must specify the territory to be assigned to that connection. When a territory assignment has been locked for a connection, any territory realignment process does not change the territory you have set manually. in place will have had their territory assignmentsOnce a set of territories within a particular territory category version has been made current in SalesConnect, those territories will be assigned to appropriate connections (offices, reps, rep partnerships, teams, and even plan sponsors, if appropriate). Territory assignments are based on the criteria in the territory category definitions, on firm applicability, and on whether an entity is locked or not. In SalesConnect, territory locks always override systematic territory assignments. Firm associations can be set at the territory definition level; separately, territory categories can be set to be applicable to particular firms. These settings are very different from each other, but both firm associations and territory category applicability affect territory assignments for entities. updated.