What two steps should they take?

In Territory Planning, the Sales Manager would like to choose individual accounts from the Map without selecting the underlying geographical container.

What two steps should they take?
A . From the Tools menubar, select the Arrow icon and pick the desired Account.
B . Use the Filter options in the legend to find the account they want to select.
C . From the Tools menubar, select the Gear icon and choose "Container Mode"
D . From the Tools menubar, select the Gear icon and choose "Unit Mode

View Answer

Answer: A, D

Explanation:

To choose individual accounts from the Map without selecting the underlying geographical container, the Sales Manager should use the Arrow icon and the Unit Mode in Territory Planning. The Arrow icon allows the user to select individual units (accounts) on the map1. The Unit Mode allows the user to view and edit units without affecting containers2. The Container Mode allows the user to view and edit containers without affecting units2. The Filter options in the legend allow the user to filter units or containers by attributes, but not to select them individually1.