Bulk Challenges in Territory Feedback

  • iPad

To enable users to quickly make the same type of challenge to multiple accounts at once, rather than creating each challenge individually, users can challenge multiple accounts at once using bulk challenges.

For example, Sarah Jones reviews upcoming changes to her territory and notices that several of her previously held accounts are being removed from her territory in the upcoming cycle. She selects all of the removed accounts she feels she should retain, and submits a single Add Account challenge against all of the selected accounts at once.

This feature does not require configuration.

Creating Bulk Challenges

To create a bulk challenge:

  1. Navigate to the Edit Alignments table.
  2. Select the Select button in the top right corner of the screen.

  3. Select up to 50 appropriate accounts.

  4. Select the appropriate challenge from the account controls or from the buttons at the bottom of the screen. Challenges display as available for selection based on the following table:

    Removed Account Selected

    Non-Target Selected

    Target Selected

    Available Challenges

    • Remove Account
    • Remove Target
    • Edit Goals

    • Remove Account

    • Remove Account
    • Remove Target
    • Edit Goals

    • Add Account
    • Add Target

    • Remove Account
    • Remove Target
    • Edit Goals

    • Remove Account
    • Add Target

    • Remove Account
    • Remove Target
    • Edit Goals

After selecting the challenge type, the following additional steps must be completed depending on the challenge type.

Creating Account and Target Challenges

For Add/Remove Account and Add/Remove Target challenges, the challenge reason modal displays after selecting the challenge type.

To finish creating an account or target bulk challenge:

  1. Select the appropriate challenge reason. The selected reason is applied to all accounts in the bulk challenge.

  2. Select the button in the top-right corner of the modal. The name of this button is based on the challenge type. For example, Remove Account.

​​All rows involved in the bulk challenge are locked until the challenge is processed

Creating Bulk Edit Goals Challenges

After Selecting the Edit Goals challenge, the Edit Goals modal displays with all targets included in the bulk challenge.

If non-target accounts were included in the bulk challenge, they are excluded from this modal.

To finish creating an Edit Goals bulk challenge:

  1. Select the appropriate overall, channel, or product goal.

  2. Add or subtract from the goal just as users would for a singular Edit Goals challenge.

    Regardless of the target’s starting goals, editing one of the target’s goals synchronizes the goals of all targets in the bulk challenge.

  3. Select Save.
  4. Select the appropriate challenge reason.
  5. Select Done.

​​All rows involved in the bulk challenge are locked until the challenge is processed