Territories

Follow

Territories are SPOTIO’s way of designating where you have your team members go out and work.  The territories can be drawn to match a specific area you are looking for or you can create zip code specific.  This is how you can designate one or more area you are wanting to the team member to focus.

Creating a Territory:

Territory Name - Pick a name for the territory.  This can be location based, rep based or any other name that would be descriptive for you and your team to be able to easily identify the area.

Belongs To: If you have a manager who has a team, you would want to assign the territory you are creating to the manager's overall territory.

  • Example If your manager oversees a team on Dallas you will want to put the new territory to belong to ‘Dallas’
  • It is important to make sure that if you are putting the new territory inside the boundaries of the parent territory.

Color: You can pick one of our predetermined colors or you can customize it with it by going through the colorization picker and choosing your custom color.

Assigned too: Pick the rep or reps that will be working this territory.

Draw or Zip

  • Draw: you can move over to the map and start to click where you would like to drop an anchor point and continue to move around placing anchor points You can zoom in and out of the map and drop as many anchor points as needed to create specific lines for the area to complete the drawing of a territory it's like connect the dots, connect the first anchor point to the last one and that will close the territory.

    Territories_Drawn.gif





  • Zip Code: If you have zip code specific territories you can type in the 5-digit zip code (this is currently only able to support the 5 digit US zip code format)

    Territorty_By_Zip.gif













 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.