About Territory Realignment

GoldMine enables you to reassign large groups of contacts and scheduled activities from one user to another. Use the Territory Realignment Wizard to manage dynamic sales territories, assign existing contacts to a new sales representative based on user-defined criteria, or change the contact base for a sales representative reassigned to a different territory.

Then select settings for synchronization, updating the databases of sales representatives working in the field.

Use the Territory Realignment Wizard to:

■ Assign a set of existing contacts to users based on a filter or group

■ Reassign activities from one user to another user

■ Globally update fields relevant to a territory realignment

■ Set up synchronization to update the databases of remote users affected by the realignment

WARNING: It is strongly recommended that you back up data before performing territory realignment.

NOTE: To reassign contacts and scheduled activities, build a filter or group containing the contacts associated with the sales territory to be realigned. If no filter or group exists, create one now.