Deleting Sales Territories

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Navigation:  Chapter 4: Creating New Sales Territories >

Deleting Sales Territories

There are several ways to delete sales territories in AlignMix. You can either right click on a sales territory and then select delete. Or you can delete multiple sales territoies at once by using the table view.

 

Step 1: Right Click on a Sales territory

Chapter 4 Delete Sales Territory Step 1a

Right click on the sales territory that you want to delete. This will pull up the radial tool

 

Step 2: Click Delete

Chapter 4 Delete Sales Territory Step 2a

Click on the Delete territory option to delete the selected sales territory

 

 

OR

 

 

Step 1: Open Territory Table View

Chapter 4 Delete Sales Territory Step 1b

Click the plus sign to open a new tab (1)

 

Chapter 4 Delete Sales Territory Step 2b

Select tables (2)

 

Chapter 4 Delete Sales Territory Step 2c

Select the first option. "Table showing the territories and their attributes" (3)

 

Step 2: Check the Territories to be deleted

Chapter 4 Delete Sales Territory Step 2d

Using the check boxes on the left. Select the sales territories you want to delete.

 

Step 3: Click Delete

Chapter 4 Delete Sales Territory Step 3a

Click Delete. This will delete all of the sales territories that you selected.

 

That's It!