Updating Group Territories

The ability to perform an update on group territories is available only to System Administrators, and this option must first be enabled on the System Behavior page. Please refer to "System Settings" in the System Administrator Guide for more information. The update territories option allows you to update simultaneously the territory field in selected records within a group. For example, say you have a group of contacts that have been assigned to various territories in the US and you would like to update the entire group to the US Canada territory.

Note: The System Administrator should ensure they have a full backup of the database before carrying out a mass update. It is also recommended that all users are logged out of the system before carrying out a territory update. Please refer to the System Administrator Guide for more details.

To update group territories:

1. Select the Groups tab.
2. Open the group that you want to update. The Group Details page is displayed.
3. Exclude any records that you do not wish to update.
4. Select the Update Territory button. The Territory page is displayed.
5. Select the new group territory from the Territory Name drop-down list. For this example, select US Canada.

6. Click on the Save button. The Summary Of Potential Update Records page is displayed.
7. Click on the Go button. The Summary of Updated Records page is displayed.
8. Select the Continue button. The selected records have now been updated.

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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