02-21-2014 04:05 PM
Previously we didn't use the "Owner" field so all our accounts are owned by "Everyone." I've been testing out using "Teams" to designate our territories and created Teams for our reps and various geographic locations. So far it seems to be a good fit. The next step is figuring out how to update all the accounts Owner from Everyone to each of the teams.
Can anyone tell me how I can globally change a group of accounts to a particular team? I remember there being a "global replace" feature in our previous 7 LAN version, but don't seem to find it in this one, but perhaps I'm not looking in the right place. Ideally I'd like to be able to change it for a specific group of accounts that would probably be an Ad hock group. I'm sure there must be some way to do this without manually changing them. I'd appreciate any advice on how to go about it.
02-21-2014 05:49 PM
03-10-2014 10:55 AM
Can you be more specific than that? I'm logged into SalesLogix as the Admin and don't see any section called "territory re-alignment". (I'm on 8 cloud) I see:
I also thought I might find it under the Tools or Administration menus, but didn't see it listed there. When I use the "Help" and enter "territory re-alignment" it just tells me how to set up teams, but nothing about how to reassign a group of accounts to a given team.
03-10-2014 11:01 AM