How to move accounts from one node to another?

Move Accounts using the Move Option

Access your Fullcast instance and switch plans if applicable.
Click Manage Accounts on the Territories tile.
Locate and select the records you want to move and click the Move button in the Grid Action menu.
Drill down to the territory you want these records moved to and click Confirm.

Note: You can alternatively search by Territory Name. Additionally, if you have "show role details" enabled, you can search for a person's name for the role you've turned on.

On the Move Confirmation dialog box, select how you would like subsidiaries to be treated based on the information provided in the table below:

Option	Description
Don’t reassign children to the same segment	No children will follow
Assign all children not selected in the current scope (All Companies) to the same segment as the parent	All children, even if they were not selected(in the current node selected on the segmentation tree or below) will follow the parent accounts you have selected to move.
Assign children not selected in the current scope (All Companies) that match the following criteria to the same segment as the parent	All children, even if they were not selected(in the current node selected on the segmentation tree or below) that meet the filter criteria they establish will follow the parent accounts you have selected to move.

If there is a need to categorize these accounts as Named Account or Named Exception in the new node, select accordingly from the dropdown menu and click Commit Changes or Propose Changes as applicable.

Move Accounts using Drag-and-Drop

The records can easily be moved using a simple drag-and-drop method as well.

Choose those records that need to be moved.
Drag those records and place them near the destination in the segmentation panel.
Select the treatment of account families accordingly and click confirm.
After the browser refreshes, you can see that the records have been moved.

Drag-and-Drop Teams and Products

The drag-and-drop option of moving records is also available for teams and products. Just remember the points mentioned below when you move your records.

Points to remember

This method of moving records is only available in Proposed View.
No records can be moved to the parent. When initiated, the record will get moved to Unassigned.
Users must have read-write permissions to use this method.
Only completed transactions can be moved.
Records cannot be moved to the same target node. You will get an error alert stating - Some of the selected records are already in the target node. Please select another node or select a different set of records.