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  3. Styling and Exporting Territories

Adding Territory Alignments to a Map

How to add area and point based alignments to a map.

Once you have created your territories you may want to add them to a map so that you can share them with other user or use them to create regional heatmap analysis or simply as a reference for your territory owners against their account and lead data. 

Adding Area Based Alignments to a Map. 

 
To add your area-based territory alignment to a map simply follow the following instructions. 

  1. Save your territory alignment, if you do not save your alignment then when you move to a map the map will appear blank. 
  2. Click on the Maps tab to the top right-hand corner of your screen. From here you have two options: 
    • To add your territory to a new blank map, select New Workspace.  
    • To add your territory to one of your existing maps, Choose which option suits best 
  3. When the map opens you will be asked if you wish to add your alignment to your map 
  4. Select yes and your alignment will be added to you map following the same territory styling selections  

NOTE: For area-based alignments only the territory alignment dataset will be added to your map. Your balance dataset will not be added to your map. 

Export Area Based Alignments to Maps

Adding Point/Account Based Alignments to a Map: 

To add your point/area-based territory alignment to a map simply follow the following instructions. 

  1. To add your point-based territory alignment to a map simply follow the following instructions. 
  2. Save your territory alignment, if you do not save your alignment then when you move to a map the map will appear blank. 
    • Click on the Maps tab to the top right-hand corner of your screen. From here you have two options: 
    • To add your territory to a new blank map, select New Workspace.  
  3. To add your territory to one of your existing maps, Choose which option suits best 
  4. When the map opens you will be asked if you wish to add your alignment to your map 
  5. Select yes and your alignment will be added to your map.

Export Point Based Alignments to Maps