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Updating group territories

User Requirement: System Administrator rights

To enable this feature, go to Administration | System | System Behavior. For more information, see System Settings in the System Administrator Guide.

The Update Territories option allows you to simultaneously update the territory field for selected records within a group.

For example, if you have a group of contacts assigned to various US territories, you can update all the records in the group so they belong to the US Canada territory instead.

The System Administrator should ensure they have a full backup of the database before performing a mass update. Make sure that all users are logged out of the system before performing a territory update. Please refer to the System Administrator Guide for more details.

1. Click My CRM | Groups tab.
2. Open the group that you want to update.
3. Exclude any records that you do not want to update.
4. Click Update Territory.
5. Select the new group territory from the Territory Name drop-down list. For this example, select US Canada.
6. Click Save. The Summary Of Potential Update Records page is displayed.
7. Click Go. The Summary of Updated Records page is displayed.
8. Click Continue . The selected records have now been updated.

See Also:

Creating a group

Creating a group from the Groups tab

Creating a group from the Wave Activities tab

Creating a group based on a primary entity search

Group action buttons

Adding multiple records to a group

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