Changing Rep Territory Assignments

How Do I change a Rep Territory Assignment in BrokerForce™?

One can change the assignment of a rep to a customer one customer at a time or as a group in BrokerForce Solo, Team, or with a full replica in BrokerForce Enterprise.

To change the rep assignment for a customer:

Click the <Customer> tab and go to the customer record that needs the rep change
Select another rep from the <Account Rep> drop list and save your change by clicking the edit pencil at the top left of the program

To change a batch of customer records:

Click the <Customer> tab and go to any customer record that needs a rep change
If your intent is to change the assignment for all records previously managed by another rep or, in a territory, city, state, zip, phone prefix, or other group of records, right-click on the field that contains the criterion that you want to change. Filters are cumulative so, you can right click and filter by a rep, and then right-click and filter by a zip code prefix.
If a filter has been applied to the Customer form by right-clicking one or more fields on the form as shown below and selecting <Filter by Selection>, if you change that rep assignment to another rep, you will be prompted "Cascade this change to all records within this form's filter of " (your form filter).
In the graphic below, the user has right-clicked on the name "Haney, William". If the user were to change the assignment to another rep, and answer <Yes> to cascade the change, all of William Haney's customers would be assigned to another rep.

Changing a rep assignment will NOT affect previously entered orders. Only orders entered after the change will default to the new rep.

Assigning a secondary rep to an customer is usually only significant for partial replicas of replicated data sets. When a secondary rep is assigned, both the primary and secondary will see that customer record and their order history.

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