View/Edit Territories during End of Year Planning

Sales Leaders log in to BoogieBoard when they need to review territory designs and make edits. If you are a Sales Leader, this guide walks you through the process.

Sign in To BoogieBoard

1. Accept you email invitation from BoogieBoard
2. Log in

Review & Edit Territories

1. Open your account lists

• From the dashboard, click Account List
• You’ll see lists of accounts grouped by territory. This is your working screen.

2. Review and Move Accounts in each Territory

• Find the account:
  1. Use the Search Bar to search for account names
  2. Use the Advanced Filtering to add filters
• Use the dropdown next to the Account Name (the one with 🏄‍♂️)
• Select a Territory

<aside> 💡

• This dropdown may say Account Executive, Territory Owner, or something similar depending on company language. Just look for the 🏄‍♂️.
• The other column for Account Owner (LeBron James in the example) reflects the current owner of the account from the last Salesforce sync (usually nightly). </aside>

3. Check territory balance