Creating Challenges in Manager Feedback

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Managers using Manager feedback to review changes can also create challenges to further refine the goals and assignments. This enables managers to avoid sending a territory back to an end user to make potentially minor adjustments.

For example, Sarah Jones reviews the upcoming changes to her three child territories and the feedback submitted on them. She creates further challenges that fine-tune each territory’s accounts, targets, and goals based on her professional knowledge.

This feature does not require configuration.

Considerations

  • Since managers approved or reject challenges made by end-users, challenges made by managers are always accepted
  • Unlike end users, managers are not asked to provide a reason for their challenges

Prerequisites

  • Managers must have Challenge access to their assigned child territories in order to make challenges

Creating Edit Goals Challenges

If an account is marked as a target, managers can create Edit Goals challenges to adjust the target’s product and channel goals:

  1. Navigate to the Accounts Screen for the appropriate child territory.
  2. Select the More Actions button on the row representing the appropriate target.
  3. Select Edit Goals.

  4. Use the + and - buttons to make the appropriate adjustments to the target’s product and channel goals.

  5. Select Save.

Challenging Accounts and Targets

To challenge an account or target:

  1. Navigate to the Accounts Screen for the appropriate child territory.
  2. Select the More Actions button on the row representing the appropriate account.

  3. Select the appropriate challenge. The list of available challenges depends on the status of the account:

    • Keep Account – Displays when the account is currently scheduled to be removed from the territory
    • Add as Target – Displays when the account is not currently designated a target
    • Remove as Target – Displays when the account is currently designated a target
    • Remove Account – Displays when the account is currently scheduled to be in the territory
  4. Select Save.