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Assigning and Managing Accounts - No Drawn Area Video (Web)

Learn how to filter and bulk-assign accounts in Area Management on Terros web without drawing an area, including when to assign them to a team or user.

Written by Hunter Allred

In this video

  • Filter accounts and review the matches in List view

  • Create a saved area with Bulk Assign and run the assignment

  • Choose team-level ownership for territory a manager will divide among reps

  • Verify assigned accounts and review Schedule & History

  • Assign a smaller subset to a rep without reassigning the whole area

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