When a company restructures sales territories, or there have been personnel moves, the territories that have been created in Infor CRM (Saleslogix) must be updated. This could be a huge pain if you don't know how to use the territory realignment feature. Luckily we're here to help. Territory realignment allows the administrator to reassign ownership of Infor CRM accounts based on account owner, account manager, or a custom group, and the ability to quickly and correctly realign territories is a skill worth having.
This workshop will focus on changing ownership and account managers on groups of records.
- How to quickly and easily realign a territory to a new Account Manager.
- How to realign a territory based on custom fields.
Upon completion of this workshop the administrator will be able to meet the demands of restructured sales territories and personnel moves to keep the sales process running smoothly.