Territory Management Request Form

Submitter Information

Submitter's First Name

Submitter's Last Name

Submitter's Email

Submitter's Phone Number (10 digits)

Submitter's Sales Channel

Request Detail

How can we help you?

Do Not Sell

Please Note:

You must provide a Billing Account link. Case will be automatically canceled if submitted with a link for a Lead, Service Location or Territory Account Parent.

Billing Account Link

Blank ROE Population

Please Note:

This section is for assistance with populating the ROE Sales Channel field on Billing Accounts when the field is blank. Cases submitted for Accounts where the ROE Sales Channel is already populated will be automatically canceled without review.

Billing Account Link

Suggested ROE Sales Channel

Account Owner's Director

Account Name Change

Is the Ntl Sales ICOMS Account Number on the Billing Account page populated?

YesNo

Please provide the URL (account link) to the billing account needing the change and attach documentation supporting your request.

New Account Name

Do you have supporting documentation?

YesNo

Cannot Submit Case

TM does not have the permission set to edit the Account name of any Billing Account with the Ntl Sales ICOMS Account Number field populated. Please refer your case to https://charter.tfaforms.net/f/EnterpriseBillingSupport

Agent/Partner Compliance Review

Note

This selection is for Agent Channel use only.

Attach Email

Comments

Broadcast

Note

This selection is for the Video Broadcast team only.

Attach Email

Additional Comments

New Franchise/DDM TAP

Note

This section of the form is to be used exclusively by the SAA team for requests related to franchises or other organizations with distributed decision making.

Company Name

Company Website

Comments

Supporting Documentation

Flag Existing Franchise/DDM TAP

Note

This section of the form is to be used exclusively by the SAA team for requests related to franchises or other organizations with distributed decision making.

TAP Name

TAP Link

Comments

Supporting Documentation

Community Solutions Referral

Note

The purpose of this section is to provide Enterprise and Spectrum Community Solutions (SCS) a way to refer business to one another. If you are seeking approval to sell to a business the ROE aligns to SCS, use the "Community Solutions Review" Form.

Please select one of the following:

SCS to EnterpriseEnterprise to SCS

Company Name

Street

City

State

Zip Code

Billing Account Link:

Account Number

Contact Name

Contact Phone

Contact Email

Company Website

Comments/Notes

Please provide context for this referral so we may route to the correct sales team

Vertical Review

Attach Email

Comments

Bulk Opportunity Archive

Note

You may only request to Archive Opportunities you or someone on your team owns. Requests for Opportunities outside of your team will be denied.

Comments/Notes

Please attach supporting documentation

Carrier Account Review

Company Name

Company Website

Requested Account Owner

Comments/Notes

On/Off Boarding

Type

OnboardingOffboarding

Onboarding Type

New HireRole Change

Offboarding Type

TerminationLeave of Absence

Employee Name

Employee's New Manager Name

Employee's Sales Position

Employee's Sales Territory

Effective Date

Sales Director

Sales VP

Notes

Keep Account Admin

Did you make the initial sale of Enterprise Services to this business?

YesNo

Have Enterprise Services been Billing Activated?

YesNo

Case May Not Be Submitted

This account is ineligible to be retained as Keep Account. Section 3.3 of the Rules of Engagement defines a Keep Account as, "an active account retained by EAE, SAS, or MAE who has made the initial sale of Enterprise services in the account and has a documented plan to grow the client relationship.

Salesforce URL to the Billing Account to be Designated as Keep

If there are duplicates of this Account, please include all Account links for this business using the Add Another Response link

Comments/Notes

Terr Mgmt Parent Update

Provide requested Terr Mgmt Parent

Are there more than 5 Salesforce Billing Account URLS for this Account?

YesNo

Provide the Salesforce Billing Account link. Add up to 4 additional Salesforce Billing URLs via the blue link below.

Account link should start with spectrum-enterprise.my.salesforce.com/001....

Please attach all Salesforce Billing Account links via spreadsheet

Account link should start with spectrum-enterprise.my.salesforce.com/001....

Additional Comments (200 characters max)

Billing Account Merge Request

Please Note

**A limit of three Billing Account records applies per case; one Master and up to two sub-accounts. Account Owner must match, and Region Type must be Regional. National and EE Accounts cannot be merged.**

Master Account URL

Sub Account URL 1

Sub Account URL 2

Enterprise Referral Partner Lead Conversion

Note

This Case pertains to a qualified Enterprise Referral Partner Lead

Is this ERP Lead outside of your Sales Region? (e.g. your Director)

YesNo

Please provide the Enterprise Referral Partner Lead link

Lead link should start with spectrum-enterprise.my.salesforce.com/00Q...

Note

Only one lead link per Case. Submitting multiple leads in this Case will cause it to be rejected without being worked

Attach Sales VP Approval Document

Additional Comments (200 characters max)

Community Solutions Referral

Resources

Community Solutions Referral Process

Sales Wire 2/14/25: New Process for Residential/MDU Client Requests 

Community Solutions Referral Guidelines

Enterprise sellers may no longer seek approval to assist businesses the Rules of Engagement align to Spectrum Community Solutions (SCS). All opportunities to add, upgrade, move and renew, or simply renew existing services must be referred to SCS. Full process linked above.
Coterminous change/downgrade requests will be completed by Sales Support. You may submit a case here: MDU Client Request Form (https://charter.tfaforms.net/4837826)
Full Account Disconnects and Disconnects of Lines of Business (LOB) are completed by Client Services following the BAU engagement/processes.

Please attach a copy of Enterprise Sales VP Approval

Customer Name

Customer Website

Service Address Information

Service Address (Street Address, City, State, Zip Code)

Number of residential units

Billing Account Link

The client is requesting assistance with products related to..

BusinessResidentsBusiness and Residents

Client requesting assistance with..

DataVoiceVideoOther

Data: Opportunity Bandwidth

Voice: Number of lines/trunks/seats

Video: How many outlets?

What other products are being proposed?

Additional Comments

Create New Billing Account/Convert Lead

Note

If this concerns an Enterprise Referral Partner Lead, please return and select "Enterprise Referral Partner Lead Conversion" from the menu.

Are you a Sales Leader/Manager?

YesNo

Note

Cases submitted by sales leaders are not automated by our bot. Please submit case using PID/email of seller who owns the territory to which this account belongs.

Is this Lead in your sales territory?

YesNo

Company Website

Please provide company website so we may verify HQ address