Replace a Departed Rep with a Manager

How do you replace a departed rep with a manager in the territory model?

A departed rep often needs immediate coverage before a permanent replacement is hired. Managers may need to step in temporarily without changing the long-term design.

This walkthrough shows how BoogieBoard can assign coverage to a manager while preserving the structure of the affected territory.

That keeps accounts covered and makes the temporary ownership path explicit until the team is ready to make the next permanent change.

Transcript

Update territories using Codex. I've got my enterprise team here. Caitlin Clark has left the business. So I'm going to tell Codex to remove Caitlin Clark from our model and to replace her with Jason Day, who's our sales manager for the enterprise team. Once it's done, Caitlin Clark is going to be removed as the user associated with territory. I'll refresh my screen and I'll see that Jason Day is now the one that is assigned to all of the accounts in this sales territory.

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