Assigning Accounts to Territories Process Questions

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Community Boss

Re: Assigning Accounts to Territories Process Questions

You'll produce a UX Prototype for each individual section.

Target Review to establish Country Sales Targets
Account Review to review and adjust Account Sales Targets
Account Assignment to assign accounts to territories
Account Exceptions to identify any errors in the account to territory assignment process
Sales Reps Account Responsibilities to designate a sales rep for each customer account
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New Contributor

Re: Assigning Accounts to Territories Process Questions

thanks Chris 🙂 

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New Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Chris,

sorry i went back to look for the Territory file in Level 2 but i can't find this file..

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Community Boss

Re: Assigning Accounts to Territories Process Questions

This is for the Level 3 course, you'll find the file in Sprint 2.
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New Contributor

Level3 sprint 1

Hi Chris,

 

I am trying to locate the following to start my Sprint 1 

 

 downloaded a copy of the Level 3 starter model to my Anaplan workspace. 

 

 I downloaded the Hub but  I couldn't find the above

 

Thanks

Zuly

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Community Boss

Re: Level3 sprint 1

@zulychg 

There is a section called Level 3 Model Building Schema Design Part 2 - the link to download the model is in there. 

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New Contributor

Level 3 Sprint 1

Hi Chris,

 

In Sprint 1 User story 1.3 nthe Sales Planning model, you will be importing data from another Anaplan model (FP&A) and from the customer’s Point of Sale (POS) system. this is referring to the Level1 Financial Planning model?  I look through all the models but I cant see the customer's point of sales (POS) module ( not really account information).  Not sure If i am looking at the right place. 

 

Thanks

Zuly

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Community Boss

Re: Level 3 Sprint 1

No, the Point of Sales is a completely different system You will be given a file from it.
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New Contributor

Re: Assigning Accounts to Territories Process Questions


In Dashboard 4. Account Exceptions, the Finalize Assignments button has an explanation

"After the Country Sales Operations Manager has resolved the account assignment errors, the Finalize Assignments button will run the process to finalize the mapping of accounts to territories and create an identifying code."

I don't know what it exactly means. Could you help me?
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Community Boss

Re: Assigning Accounts to Territories Process Questions

@FPAnalyst 

 

We want to ensure that after the Account assignments have been made that each of those members has a code.