Reviewing Sales Representatives Changes in Territory Assignments

The manager reviews the sales representatives’ changes in territory rules and accepts them or rejects them.

This task is a step in the Process of Setting Up and Running Territory Alignments.

To review and change territory assignments

1. Navigate to the Territories Management screen, Alignments Administration view.

2. In the Alignments list, drill down on the alignment you want to review.

3. In the Rules view, click the Contacts, Accounts, or Geography view tab to display the rules that you want to review.

   • If you want to retain any change that a sales representative has made, select the record and click Accept Changes.

   • If you want to reject any change that a sales representative has made, select the record and click Undo Changes.

4. Run the alignment again, as described in Running Territory Alignments.