Backoffice users can use the Territory builder to manage the assignment of Places and Representatives.
To transfer representatives in bulk from one Territory to another using the Territory builder, follow these steps:
1. Go to Territories by clicking on the Gear icon. Once there, click on the magnifying glass icon next to the territory that have the representatives you want to transfer to another territory.
2. Select your representatives by clicking the check box next to the representative(s) you want to transfer. Once you have selected your representatives then choose the target Territory you want to transfer your representative(s) to and click the Green check mark next to your choice to complete.
3. After clicking on the green check mark a confirmation message will appear. Click Confirm and your representative territory assignments will be updated.
Your representatives will be transferred from their previous territory to their new one.