Using our new Territory builder managers can create and design their territory hierarchy to better organize their locations and teams. To create and manage your territories click on the Gear icon and select Territories and follow the below instructions.
1. To add a new root Territory, click on the Add New Territory button. If you have many Territories in your account already, make sure to scroll to below your existing territories and you will find the button on the bottom left of the page.
2. If you want to create a sub-territory, click on the green plus button next to the Territory that you want to divide in more territories to create a new sub-territory.
Note: Child Territories (sub-territories) can be created only from those Territories that have no places assigned to them.
Deactivating a parent Territory will deactivate all children.
3. You can drag and drop individual Territories to arrange their position in the hierarchy but also drag and drop whole Territory branches that belong to one root Territory or change the position of entire territory groups.
You can drag and drop only under those Territories that have no Places assigned to them.
When you're done, click on Save to confirm the changes or on Discard if you'd like to start over.
If you'd like to see a video guide on how to build your territories, take a look here