Creating Alignment Types

Objectives

After completing this lesson, you will be able to:

  • Create alignment types.
  • Associate an alignment type with a territory program.

Creating Alignment Types

An Alignment Type is a label that can be applied to the relationship between a territory and a team member, account product, or geography. While this is an optional feature, it can be very useful in situations in which the same person, product, account, or geography is aligned with different territories for different situations.

The Alignment Types workspace enables you to create new alignment types, based on your business needs, that can be used with all territory programs. The alignment type is used to automatically align objects with root or branch territories. Alignment types are optional and custom to each organization, so no alignment types are available out-of-the-box. The most common alignment types seen are Primary and Secondary. For example, within the same territory a specialist who provides a unique service can be assigned as a secondary sales rep and compensated at a different rate.

Alternative example: let’s say that Bikes in Motion has a single territory that has two assigned positions: Sales Representative and Product Specialist. The Sales Representative is the primary alignment, while the Product Specialist is the secondary alignment. When we align each position to the territory, we can designate different alignment types to differentiate the role that each position plays.

Administrators can create and specify alignment types that can be used when aligning an account, product, or geography with a territory. The Allow Managers to change the Alignment Type option on the Detail tab of a territory program indicates whether a manager can change the alignment type for a particular territory.

Create an Alignment Type

Steps

  1. Navigate to Territory Admin → Alignment Types. The Alignment Types screen opens.

  2. Choose Create (+) to add an alignment type. The Add New Alignment Type screen opens.

  3. Enter the Name of the alignment type.

  4. Enter the Description of the alignment type.

  5. Enter the Effective Start Date and the Effective End Date to define the effective period of the alignment type.

  6. Save your changes.

Result

Associating an Alignment Type with a Territory Program

Before an alignment type can be used within a territory program, it must be associated with that territory program.

Associate an Alignment Type with a Territory Program:

Steps

  1. Navigate toTerritory Admin → Territory Programs and open the territory program to which you want to associate an alignment type. The territory program opens, and the Territory Tree tab is displayed.

  2. Navigate to the Settings tab, then the Alignment Types tab.

  3. Choose Create (+) to associate an alignment type with the territory program.

  4. Select the alignment types you want to be able to use in the territory program.

  5. For each alignment type, select the following options that apply to your territory program:

    1. Is Primary Alignment: The primary alignment is displayed first in the row.

    2. Is Position Alignment: When selected, this option allows for Position alignments to be assigned to the root and child territories.

    3. Is Account Alignment: When selected, this option allows for Account alignments to be assigned to the root and child territories.

    4. Is Product Alignment: When selected, this option allows for Product alignments to be assigned to the root and child territories.

    5. Is Geography Alignment: When selected, this option allows for Geography alignments to be assigned to the root and child territories.

  6. Choose Assign Selected Alignment Types. The selected alignment types are now associated with the territory program and are listed on the Alignment Types tab.

Result

Associating Alignment Types

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