Knowledge center

Back to home

Knowledge center

Territory Manager

Territory Manager

How to use eSpatial Territory Manager

Introduction and Overview

Territory Manager Overview

Frequently asked Questions when Building Territories on Zip Codes

Complex Territories

Geography Based Territories

Geography Based Territories - Create from Uploaded File

Geography Based Territories - Create Manually

Editing Territories - Geography Based

Exceptions / Account Allocation

Balancing Territories - Geography based

Creating New Optimized Territories

See more

Accounts Based Territories

Accounts based Territories - Create from Uploaded File

Accounts based Territories - Create from Existing Dataset

Editing Territories - Accounts Based

Locking accounts in point only alignments

Creating Optimized Account/Point Based Territories

Balancing Territories - Accounts based

See more

Territory Optimization and Advanced Territory Features

Territory Optimization on Existing Territories

Territory Optimization - Adjusting Resources

Fill Gaps in Territories

Territory Centers

Compare Tool

See more

Managing your Territories

Attribute Based filtering in eTerritory

The Territory Table

Filtering

Charts

Styling and Exporting Territories

Saving a Territory Alignment and Saving as a new Alignment

Adding Territory Alignments to a Map

Territory Styling and Legend

Exporting Territories

Sharing Territories

See more