Exception Named Account

Sales reps may have some named accounts in their territories. A named account is one in which the assigned sales rep does not meet the territorial criteria for the producer; however, from a management perspective, these can be difficult to track. This report shows which sales reps have a named account and which territory and sales channels these are in. This menu option is available only to Wholesaler Setup Administrator users.

Select Exception Named Account from the expanded Utilities menu to display the Exception Named Account list.