Territory Overlap Conflict
High Priority
AI Recommendation
89% confidence
Based on geographic proximity and industry specialization, assign to Sarah Martinez (West Coast Tech). This account's location in San Francisco aligns with her territory, and the technology sector matches her expertise.
Incoming Account
Company:
TechCorp Solutions
Location:
San Francisco, CA
Industry:
Technology
Revenue:
$25M annually
Employees:
150
Conflict Details
Conflicting Reps:
Sarah Martinez, Michael Chen
Territory Rules:
Geographic + Industry
Conflict Type:
Boundary Overlap
Import Date:
Today 3:15 AM
Auto-Assignment:
Failed
Existing Customer Conflict
Medium Priority
AI Recommendation
76% confidence
This appears to be a subsidiary of an existing customer. Recommend assigning to David Rodriguez who manages the parent company account to maintain relationship continuity.
Incoming Account
Company:
ManufacturePlus West
Location:
Los Angeles, CA
Industry:
Manufacturing
Revenue:
$12M annually
Employees:
85
Existing Customer Match
Parent Company:
ManufacturePlus Inc.
Current Rep:
David Rodriguez
Relationship:
Subsidiary (87% match)
Account Value:
$180K annually
Geographic Rule:
Assigns to Sarah Martinez
Data Quality Issue - Resolved
Completed
Resolution: Missing ZIP code was populated using city/state lookup. Account successfully assigned to Jessica Park based on San Jose territory rules.
Showing conflicts 1-3 of 89 • 2 resolved, 87 remaining