Create Territories Manually

Create Sales Territories Manually

Create Manually

You can create your territories manually by selecting boundary areas.

  1. Click on the Territories button in the Top Toolbar and from the drop-down select New Alignment and select Create Areas Manually 
    Creating a new manual territory alignment
  2. Select the Region dataset you wish to use from the drop down such as US states, counties or Zip Codes 2021. If the dataset you wish to use is not in the list select the add dataset button to locate it in the eSpatial datastore.
  3. If creating hierarchical territory alignments check to include hierarchy and select number of levels from the drop-down. 
  4. Select Complete. 
Create Territories Manually - 2. Select Boundaries
  • To change the territory name simply click on it. 
  • Select Add Area to add another area to your map. 

    Create Territories Manually - 3. Rename and Add Area

Adding Areas to Territories 

There are three ways to add boundaries to your territory. 

1. The Plus Icons

    • Hover over the boundary you wish to add and select the plus icon, when the selection panel appears select the territory you wish to add the boundary to and select reassign. 
    • You can select the + icon on multiple boundaries before selecting your desired territory to add them to. 

Create Territories Manually - 4. Add Areas Plus Icon

2. Selection Tool

  • Click on the Selection tool button. 
  • Then left click on the map to start drawing your area  
  • Select the check icon to assign these areas to your territory (you can also double click to confirm the area). The x will cancel the area drawn. 
  • When the selection panel appears, select the territory you wish to add the boundaries to and select reassign. 

Create Territories Manually - 5. Add Areas Select Areas Tool

Reassigning Areas: 

  • To reassign an area simply use the + icons or the selection tool to highlight the area. In the selection panel you will see that you have selected an area that is already assigned if you are happy to go forward with this change simply select reassign. 
  • If you do not want to reassign the area, uncheck the box and select reassign to assign all other selected areas. 
  • To unassign an area, use the + icons or the selection tool to highlight the area. Then in the selection panel scroll down and select the unassign option in the territory dropdown and then select reassign.

Create Territories Manually - 6. Reassigning

3. The Table:

  • Users can also use the territory manager table to assign and reassign boundaries. To do this, Open the table by going to the hamburger icon and selecting the table icon. 

  • To move boundaries to a territory, select the checkbox beside any boundaries you wish to move, select Move To, and then choose the territory you wish to move it to. 
  • To unassign areas from a territory select the checkbox beside any boundaries you wish to unassign and then select Unassign.