Territories are a critical component of your SPOTIO account. Territory Hierarchies enable you to have a large territory with smaller territories within them that report to the manager of the large territory.
Understanding Parent and Child territories
When creating territory hierarchies, it is important to understand the difference between the relationship of the parent and child areas.
- Parent Territory - the largest territory you create to encompass smaller territories.
- Child Territory - the smaller territory that is under or within the larger Parent territory.
You can create as many child territories within a parent territory that you would like. You can also create child territories within child territories of parent territories, giving a multi-layered hierarchy.
How to create a territory hierarchy
For starters, you want to have a territory created. You can read more about this process in the Territories article. Territories and territory hierarchies can only be created on the web app.
To create a territory hierarchy:
- Login to the SPOTIO web app.
- Click the Map icon on the left sidebar.
- Tap Territories on the right.
- Click the Add button.
- Give the territory a name.
- Select the parent territory from the dropdown list under Belongs To.*
- Use one of the 3 options (draw, select, zip code) to create.
- Hit Create.
*This preference allows you to add a “child” territory to a “parent” territory. If this is the biggest territory you are creating (aka the “parent” territory), you will not select anything in this box.
If you already have a territory created and want to create a parent over that area, you can do so by using the one of the boundary tools and giving the new territory a name. Once you hit Create, you will receive a message notating that the territory will parent the following territories, proceeded by the child territories within. Hit Got It to save.
Viewing Territory Hierarchies
To view the territory hierarchies:
- Click on the Map icon.
- Click Territories on the right.
- Click Hierarchy in the Territories panel.
The territories with a + sign to the left of the name will expand to show the child territories within that parent. Those child territories have the same crosshairs icon, in addition to the settings gear to view stats, edit the territory and/or remove the territory.
Can I delete a parent territory without deleting the child territories within?
No. Deleting a Parent Territory will delete all Child Territories within it that area. If deleted, you would have to recreate the territories since they are unable to be restored.