Siebel Territory Management Guide > Setting Up and Running Territory Alignments >

Removing Positions from Territories


Follow the high-level steps in this procedure:

  • If you want to remove a position from a territory, or
  • If you have a position on multiple territories and you want to drop it from one of those territories.

To remove positions from territories

  1. Create an intermediate alignment.

    For more information, see Process of Setting Up and Running Territory Alignments.

  2. Add all the position rules that need to be removed from this alignment, and select Drop as the action for them all.
  3. Copy all the active rules for this territory node, and select Add as the action for them all.
  4. Add all global conditions that were used in the last active alignment.
  5. Run the alignment, and verify the results to make sure that all positions added with the action Drop have been removed from the territory node.
  6. Activate the alignment
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