Create Point/Account Based Territories

Creating a Point/Account Territory from a excel/csv file.

This territory is designed for companies whose territories don’t fit within a defined geographic area and who assign salespeople to key accounts, industries, specializations, parent accounts or other criteria beyond geographic area. 

  1. Click on the Territories button in the Top Toolbar.  
  2. From the drop-down select New Alignment. You can also edit your existing Territory Alignments from here.  
  3. Select Points from File  
  4. Select the csv or excel file you want to use to create your territory alignment 
  5. Choose your location settings whether locating your data by address columns or latitude/longitude co-ordinates. 

NOTE: You can edit the columns used to locate your data by selecting change settings and manage location columns.

New Territory Alignment - Account - Point Based

  1. You must then select the following:  
    • If creating hierarchical territory alignments check to include hierarchy and select number of levels from the drop-down.  
    • The territory identifier such as the territory owner of regional location.  
  2. Select complete and your territories will be created  

Reassigning Accounts/Points: 

You can reassign your accounts/points in 2 ways: 

1. Selection Tool. 

  • Click on the Selection tool button.  
  • Then left click on the map to start drawing an areas around the points you wish to select.   
  • 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, review the accounts/alignment selected. If you do not want to reassign the accounts, uncheck the box. 
  • Select the territory you wish to add the accounts to and select reassign. 

Reassign accounts using the selection tool

2. The Table: 

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

Territory Table Button

  • To move accounts to another territory, select the checkbox beside any accounts you wish to move, select add exception, and then choose the territory you wish to move it to.   
    Moving accounts to new territory using add exception