Adding Territories and Sub-territories

Here are the steps to take when adding a new territory. It is useful to know that territories are determined by zip code, so it is a good idea to have your zip codes for your territories planned out in advance.

Adding territories

• Go to your workdesk and choose Territories
• Click Add or Edit Territories
• To create a new territory click on the "Territory Title" above a blank territory square and name your territory

• Click on "Add Sub Territory Names separated by commas" and add your sub-territories
  • Note: If your territory does not have any sub territories, just write the name of your territory again.
  • Hit enter to load the sub territory
• Click Save in the top right corner

Populating the territory

• Click on the sub territory name you want to add zip codes to -or- Manage
  • This will bring up the manage territory screen
  • You can choose the territory and sub territory using the drop down menus
• Add zip codes for that territory in the box
  • Click Edit Sub territory 
  • For multiple zip codes, separate with commas 
  • Note: You can also copy and paste a list of zip codes as long as they are separated with commas.
  • Hit enter to load the zip codes (each zip will now have a bubble around it)
  • Click Save to save the zip codes

• Assign a rep to the sub territory
  • Click Assign Reps in the upper right corner
  • Assign a rep from the dropdown menu

Note: You can only use a zip code once across all your territories. If you enter a duplicate zip, you will get a warning at the top of the screen telling you which zip codes are already in use.

Related articles

Editing Territories and sub Territories