Optimize territories when a field rep leaves the company

Follow the steps below:

• when an employee leaves the company and your field force is reduced as a result, or
• when an employee leaves the company and his customers should be divided between the other territories until a new field rep starts.

1. Follow steps 1 - 5 in Perform territory optimization on a regular basis.
2. Continue to Optimization settings.
3. In the column Hand off customers, click the pen icon in the line of the relevant employee.
   
4. Under Number of customers to be handed off select All.
   
5. Click on Apply. The column Take over customers is also automatically set to None:
   
   Therefore, during territory optimization, all customers of this user will be distributed to other users and no customers from other territories will be assigned to this user.
6. If necessary, make further adjustments for other users and then go on to Start optimization to trigger the calculation of the territory optimization (see Show optimization result).
7. Follow steps 8 and 9 in Perform territory optimization on a regular basis.
8. Delete the user (see Delete users).

Further information

• To learn what is important for territory optimization when an employee is added to your field force, go to Optimize territories when a field rep is added.