Territory Override Management
Review and manage geographic territory assignment exceptions
| Account | Geographic Territory | Assigned To | Override Reason | Created | Actions |
|---|---|---|---|---|---|
|
AC
Acme CorporationDenver, CO 80202 |
Denver Central
Would assign: Mike Wilson
|
SM
Sarah Mitchell
Since 2023-08-15
|
Existing Relationship |
Jan 15, 2024
by Eric Nave
|
|
|
GT
Global Tech SolutionsBoulder, CO 80301 |
Boulder/Lafayette
Would assign: Lisa Rodriguez
|
JD
John Davis
Since 2024-01-03
|
Tech Specialization |
Jan 3, 2024
by Eric Nave
|
|
|
MM
Mountain ManufacturingColorado Springs, CO 80903 |
Colorado Springs
Would assign: David Kim
|
MW
Mike Wilson
Since 2023-11-22
|
Strategic Account |
Nov 22, 2023
by Sarah Mitchell
|
|
|
IS
Innovative SystemsFort Collins, CO 80521 |
Northern Colorado
Would assign: Lisa Rodriguez
|
DK
David Kim
Since 2024-02-08
|
Rep Capacity |
Feb 8, 2024
by Eric Nave
|
|
|
DF
Denver Financial GroupDenver, CO 80204 |
Denver West
Would assign: Sarah Mitchell
|
JD
John Davis
Since 2023-12-14
|
Financial Expertise |
Dec 14, 2023
by Eric Nave
|