Create a Territory

To create a territory, follow the steps below:

  1. Go to App Builder > Territories.

    The Territories page appears.

  2. Click the Manage Territories card.
    Createa Territory 1
  3. Click the Create Territory button.
    Createa Territory 2

    The Create Territory page appears with the Google map on the right side.

  4. In the Enter Territory Name textbox, enter a name for the territory.
    Createa Territory 3
  5. In the Enter Territory Number textbox, enter an Id for the territory.
    Createa Territory 4
  6. Select the below options for the Select Type dropdown.
    • Circle: Allows you to select a location in the google map. Select distance from the Radius dropdown.
      Circle Mode
    • Free Hand: Allows you to draw a territory as per your requirement in the google map.
      Free Hand Mode

    Createa Territory 5
  7. Optional: Use the below options for Free Hand if needed.
    • Load Customers: Allows you to load the customers in the drawn area.
    • Clear Map: Allows you to clear the Google map.
    • Remove Last Point: Allows you to clear the last selected point in the google map.

    Createa Territory 6
  8. Click Save or Save & New to create a new territory.