Filtering Account and Territory Data

Filtering Accounts is a powerful tool that allows you to select an area on the map and then drill down into the selected area where you can display only certain accounts from certain territories. This comes in very handy if you need to move a particular segment from a geography in a sales territory and then easily reassign those accounts to another territory.

    When you have selected an area to filter you can also:

  • Reassign these accounts to another territory
  • Create a brand new territory for these selected accounts
  • Unassigned the selected accounts
  • Assign these accounts to a territory
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