Editing Territories

Adding, Removing and Reallocating areas in the Territory Builder.

Adding/Removing Areas from Territories:

  1. To add unassigned areas to a territory select the territory you wish to add them to.
  2. Hover over the area you wish to add and click on the + icon. You can add multiple areas at once using the select areas polygon.
  3. You can remove areas from territories by selecting the – icon when you hover over the area.

 

Re-assigning areas in Territories:

  1. To re-assign an area to another territory ensure the allow re-assign option is enabled by selecting the hamburger icon and then turning on allow re-assign.
  2. Select the territory you wish to re-assign the area to.
  3. Re-assign the area by selecting the plus icon or bulk reassign using the select areas polygon.