Using the Territory Realignment Wizard

The Territory Realignment Wizard reassigns contacts and scheduled activities.

To Open the Territory Realignment Wizard

1. Select Tools > Data Management > Territory Realignment.
2. At the Territory Realignment Wizard, click Next.
3. At the FilterClosed Sort condition used to select a subset of records from the entire database. Selection dialog box, select the filter or group in the drop-down list.

To change the filters or groups to those of a different owner, select <Filters of:> or <Groups of:>.

○ At the Select a User dialog box, select the user in the drop-down list and click OK to return to the filters and groups drop-down list.

4. Select the filter or group and click Next.
5. At the Replace dialog box, replace the data in up to two fields and change the owner in the third.
6. In the Replace drop-down list select the field to replace.

In the with field, type or select the value to appear in that field.

7. In the third Replace field you can reassign record ownership. Select Owner in the drop-down list.
8. In the with text box select the new user or user group to which you are assigning ownership of the contacts.

NOTE: Territory Realignment changes the owner but not the curtaining level.

9. Click Next.

To Reassign the Activities of a Particular User

1. To reassign the activities of a particular user, select the user's name in the Reassign the activities of this user drop-down list.
2. In the To this user drop-down list, select the new user who will be responsible for the activities.
3. In the ActivitiesClosed A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. ranging from date field, type or select the starting date from the F2 graphical calendar.
4. In the to date field, type or select the ending date from the F2 graphical calendar.
5. In the Please select the activity types to reassign to the new user area, specify the activities to be reassigned. The View types are:

○ Call Backs. Scheduled, outgoing telephone calls to make sometime in the future.

○ Messages. Scheduled e-mail messages.

○ Next Actions. Scheduled manual tasks such as sending literature, delivering samples, shipping products, and so on.

○ Appointment. Scheduled, date-specific meetings with contacts. Can also schedule conference calls.

○ Literature Request. Scheduled fulfillment and shipping of brochures, price lists, and other mass-printed documentation to one or more contacts.

○ Forecasted Sales. Scheduled activities indicating the anticipated close date of a pending sale with one of your contacts.

○ Other Actions. Miscellaneous activities falling outside the other activity categories defined in GoldMine.

○ To-do. Priority-ranked activities without an activity date appear on a separate To-do list, rather than the date-based Scheduled Activities windows.

NOTE: By default, GoldMine does not link To-Do activities. Each To-Do activity is forwarded daily.

○ EventClosed Step-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events.. Date-specific activities scheduled for one or more days such as conferences and conventions.

6. Select Reassign unlinked activities to include the user's scheduled activities not linked to a contact record.
7. Click Next and then click Finish.