Territories help organize areas based on geographical locations. The goal of creating territories is to track and organize records in a more meaningful way. 

Creating Territories

Territories can only be created on the web app. To create a territory: 

1. Click the Map icon on the left gray sidebar.
2. On the right side panel, select the Territories icon.
3. Tap the yellow Add button.
4. Name your territory.

Pro tip: Choose a descriptive name for your territory. It can be location-based, rep based or any other identifier that would be descriptive for you and your team to recognize the area.

When mapping out the territory, there are three methods you can use: Draw, Select, and ZIP/Postal.

Draw Territory

Using the Draw tool, you can create custom boundaries by dropping points around the desired area to be mapped. You can drop as many points as you need to create your desired shape. To complete the territory, connect the final point to one of the previously dropped points on the map, closing the loop.

Pro tip: This tool is ideal for creating territories based on neighborhoods, allowing you to define precise borders.

Select Territory

Using the Select option, you can click anywhere on the map to create a territory based on the State, ZIP Code, City, or County. SPOTIO to automatically draw the boundaries for you.

*For territories in Canada, only State, ZIP code, and City options will appear.

ZIP or Postal Code Territory

Using the ZIP/Postal option, simply type in the ZIP or postal code, and the map will automatically outline it as a territory. 

Pro tip: You can also stack ZIP codes by typing in each ZIP code you want to include within a territory. This is ideal for creating larger territories by connecting neighboring ZIP codes.

Note: Only US, Canada and UK codes are supported with this option.

If you need to modify the territory boundaries, you can click the Adjust Territory Boundary button. To remove the territory boundaries entirely, use the Reset Boundary button.

With all options, you can customize the color for the territory. You can also assign a rep or multiple reps to the territory (although this is not required). Please note that assigned reps must have Limited territory access, which can be adjusted in the user's profile. 

To finalize the territory, click the yellow Create button at the bottom.

Editing a Territory

Any territory can be edited by selecting the territory and clicking the EDIT button in the top right corner of the panel.

Alternatively, you can click the settings gear for the territory and select Edit territory. 

Once your edits are complete, be sure to click the Save button. 

Deleting a Territory

If you need to delete a territory, click the settings gear of the territory and select Remove Territory. A confirmation box will appear, informing you that removing a territory will not affect the records or users affiliated to that territory.

If you are attempting to delete a parent territory--meaning a larger area with smaller areas inside--you must delete the internal territories first. When trying to delete a parent territory, a message will appear indicating that it is a parent territory and the smaller territories within that area to be deleted first. You can click Got It or click the X to close the message. 

To learn more about territory hierarchies, check out SPOTIO's Territory Management: Building Hierarchies knowledge base article.

FAQs

Who can create a territory?

All Account Admins can create territories. Managers with permission can also create territories. An Account Admin must grant permissions to allow Managers to create, edit, and/or delete territories, as well as assign users to territories. Sales reps are not able to create territories. 

Will territories prevent reps from working outside their assigned area?

No, but SPOTIO will notify the rep if they are working outside their assigned area. This notification serves as a reminder to stay within their assigned boundaries. However, reps can bypass the notification and drop records beyond their assigned area.