Create Pincode Based Area Groups

To create pincode based area groups, follow the steps below:

  1. Go to App Builder > Territories.

    The Territories page appears.

  2. Click the Manage Postal Codes Grouping card.
    Create Pincode Based Area Groups 1
  3. Click the Add New Postal Code Group button.
    Create Pincode Based Area Groups 2
  4. In the Group Name textbox, enter a name for the group.
    Create Pincode Based Area Groups 3
  5. Enter a pincode in the text field provided under the Postal Codes section and click Add button.
    Create Pincode Based Area Groups 4
  6. Optional: Click Individual Empoyees option to map individual employees intead of employee groups.
    Create Pincode Based Area Groups 5
  7. Select employee groups from the Available Employee Group section and move them to Selected Employees Group section using the move or move all icons.
    Create Pincode Based Area Groups 6
  8. Click Save, or Save & New to create another area group.