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            Align Ins Doc Territory with HCP and HCO

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            Align Ins Doc Territory with HCP and HCO

            Manually align HCPs with territories and all related Ins Doc accounts also get aligned with the same territory. You can also directly align an Ins Doc account with a territory. When you align an Ins Doc account with a territory, the associated HCP and HCO also get aligned with the territory.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To align Ins doc territory: Life Science Commercial Admin permission set
            1. To align HCP with a territory, perform these steps.
              1. From the App Launcher, in the Quick find and select Accounts.
              2. Click Advanced Search.
              3. Select HCP - Search Healthcare Professional (HCP) Accounts.
              4. Click Next.
              5. Enter the search details and click Search.
              6. Click Align to Territory.
            2. To align Ins Doc account with a territory, perform these steps.
              1. From the App Launcher, in the Quick find and select Accounts.
              2. Click Search Outside Territory.
              3. Enter the search criteria and click Search.
              4. For the Ins Doc account you want to align with territory, click Align to Territory.
             
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