Keep Parent-Child Accounts Together

How do you keep parent-child accounts together during territory design?

Account families can create messy territory outcomes when child accounts are routed independently across regions or segments.

This walkthrough shows BoogieBoard using parent-child rules to keep related accounts together when that is the right sales motion.

That gives teams a way to preserve strategic account continuity while still using rule-based territory design.

Transcript

It's the end of year, and I need to redesign territories. I need to do it in a way that moves parent and child accounts together. So I've got a balancing agent set up for each. So not only are we going to move them together, but it's going to give an equitable split of parent and child accounts to each of my reps. Territories. Now, everybody has the same number of parent accounts, child accounts, and whatever other parameter I have in place, I can push this live to Salesforce right away.

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