You can manually move accounts to different nodes within a territory hierarchy. There are two ways you can move accounts; the Move option from the grid action menu or drag and drop accounts from one node to another from the grid.
Before you begin
Drag and drop is only available in Proposed View.
No records can be moved to the parent node. When initiated, the record will get moved to Unassigned.
You must have read-write permissions to drag and drop.
Steps to move accounts
Note
The territory hierarchy node you select in the territories panel impacts the how child accounts may be included in the move. See How the node you select changes which accounts move.
Go to Territories > Manage Accounts.
Find and select the records you want to move.
Use one of the following methods to move accounts:
The Move option is available whether you are in a proposed state or not.
From the grid actions menu, click Move.
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Select the territory you want to move the records to.
Click Confirm.
Note
You can search by territory name and if you have show role details enabled, you can search for a person's name for the role you've turned on.
Drag and drop is an easy way to move accounts to different nodes.
Drag selected records from the grid to the node in the hierarchy panel you want to move them to.
In the Move Confirmation window, under the first question select how you want account families to be treated.
Under the second question, select how you want to categorize accounts:
Do not set named type account status: Does not categorize or tag accounts.
Set moved accounts as Named Accounts: Categorizes the accounts as Named Accounts.
Set moved accounts as Named Exceptions: Categorizes the accounts as Named Exceptions.
Select to commit or propose the changes:
Commit Changes: Changes are saved in a current state and will export during the next scheduled export job.
Propose Changes: Changes are saved in a purposed state (best if you or another user needs to review changes before they are committed for export).
How the node you select changes which accounts move
Before you move an account, you select a node in the territory hierarchy panel on the left. That selection sets your starting point, and the account family options in the Move Confirmation window act on the accounts sitting under it. The same move can turn out differently depending on where you start.
Start from All Companies, at the top of the hierarchy, and every account is in view, so the family options reach the whole plan. Move a parent with Assign all child accounts to the same segment and its children come along wherever they sit.
Start from a node lower down, and only the accounts under that node are in view, so the family options reach just those accounts. Children of the same family that sit in other nodes stay where they are.
The move also works downward, from a parent to the accounts beneath it. Select a child account on its own and its parent will not come with it.
For example, say you want to move the whole Acme family. Select All Companies, search for Acme, and move the parent with Assign all child accounts to the same segment, and every Acme account in the plan moves. Drill into a region node first and run the same move, and only the Acme accounts already in that node move. The rest of the family stays put.
For what each option does and which relationship it follows, see Treatment of account families.