Territory Manager Overview

An overview of the Territory Manager

Territory Alignment Overview Version 2

1. The Control Panel 

Here you can view the data that is added to the map, add balance data, save, share and export your territories. 

Territory Overview Control Panel

2. The Hamburger

Here you can access the main menu of the Territory Manager. This includes access to the table and the charts. 

The hamburger also allows you to balance, filter, add and edit columns and access the legend. Users with advanced territory features or Territory Optimization also have the option to compare to last save, optimize your alignment, fill alignment gaps and generate territory centers. 

Territory Overview - Hamburger

Territory Overview  - Hamburger

3. The Territory Panel 

Here you can add areas, edit and manage your territory alignments using the select areas tool or the + icon, undo or redo changes and also manage your configurable territory panel to display your various balance options.  


Territory Overview - Territory Panel

4. Selection Panel 

This allows you to carefully select and assign your boundaries to your desired territory alignment. With this tool you can see a summary of the changes being made and a detailed list of areas and accounts being reassigned to your desired territory. This tool also allows you to unselect any boundaries or accounts/leads within the area you have selected. 

Territory Overview - Selection and Assignment Tool