| To complete this procedure; you must have the Sales Manager role. |
Use these steps to align territories automatically using Territory Management. Once the alignment is complete; Maximizer sends an email to the current user with the results of the alignment. To receive the email; you must have an email address specified in your user properties. During the territory alignment; you can continue to work in Maximizer.
- From the Address Book page; select Edit Territory Management.
The Territory Management dialog box opens.
- Select the Alignment tab.
- Specify the Territory alignment conditions.
- For example; if you want territories aligned for all Address Book entries; select the All entries option.
- Specify the alignment Options.
- Select Unassign territories to unassign territories from Address Book entries.
- Select Overwrite territories set by manager to overwrite territories that were set by Sales Managers.
- Click Align Territories.
If the alignment assigns a territory to an entry; the name of the territory is displayed in the Territory field; and the value “Set by rule” is displayed in the Territory Status field. If no territory is assigned to an entry (and one has not been set manually); the value in the Territory Status field is “Unassigned”.
The value “Set by rule (unaligned)” is displayed in the Territory Status field when:
- An entry previously assigned to a territory no longer matches the territory rules. (The rules or the entry have changed.) However; if the entry matches the rules of another territory; it will be aligned to that territory.
- A territory that was set by a user at the time of the entry’s creation does not match the rules of the territory it was assigned to or the rules of any other territory.
- A territory that was assigned to an entry by a Sales Manager does not match any territory rules; and the “Overwrite territories set by manager” option is selected.