Territory Realignment

Once all of the sales channels, territories and sales reps are defined using the Territory Realignment feature, the producers and firms can be automatically assigned to the proper sales rep(s). This is an easy way to maintain a correct current assignment of producers, firms and sales reps at all times. This option is only available for users with Wholesaler Setup Administrator rights.

Select Territory Realignment from the expanded Utilities menu to open the Perform a Territory Realignment Confirmation dialog box. Click the Yes button to begin.