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

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

Territory Optimization and Advanced Territory Features

• Territory Optimization on Existing Territories
• Territory Optimization - Adjusting Resources
• Fill Gaps in Territories
• Territory Centers
• Compare Tool

Managing your Territories

• The Territory Table
• Filtering
• Charts
• Attribute Based filtering in eTerritory

Styling and Exporting Territories

• Territory Styling and Legend
• Exporting Territories
• Sharing Territories
• Adding Territory Alignments to a Map
• Saving a Territory Alignment and Saving as a new Alignment