We assign salesmen their own territory as well. But we also have House, New and Unassigned territories. Typically, other salesmen would take over the clients. But in this case, we would put them on Unassigned. Another thing we do is assign all "real" salesmen to every territory so they can see everything.
----- Original Message -----
From: "finalyst_tpi" <caple.b@...>
To: <vantage@yahoogroups.com>
Sent: Friday, November 04, 2011 8:29 AM
Subject: [Vantage] Sales Territory: what's the effect of removing reps
> We have reps assigned to a Sales Territory. If they depart, we mark the Workforce record as Inactive. What is the best practice treatment of their record in Sales Territory if a decision has not been made yet to re-assign their customers? Do nothing? Delete? What is the effect of each course of action?
> We are running Vantage 8.03.408B.
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
>
>
>
> -----
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.1834 / Virus Database: 2092/4595 - Release Date: 11/04/11
>
[Non-text portions of this message have been removed]