Changing Territory Assignments for Trades

When necessary to correct errors, authorized operators may be change the 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. for trades. Assignments may be changed for a single trade using the steps below. See Territory Assignments for Transactions to learn more about how territories are typically assigned to trades. If you want to override the default territory assignments for trades as they are imported to SalesConnect, see Managing Transaction Definitions. If you need to realign territory assignments on historical trades for all trades in particular 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., see Realigning Territories on Historical Trades.

1. On the Trade Detail page for the trade that you want to change, select Edit. You can display details for trades by selecting links for them in Trades tabs throughout SalesConnect or in trades search results lists. See Searching for Trades for help with that task.

2. Using the Territories tab of the displayed Trade Detail page

   1. Select to make the available fields editable.
   2. For each appropriate territory category, select the territory you want in the Territory field.
   3. When you have finished changing territory assignments, select to save your changes.