View and Edit Territories

To view Territories in Map View:

1. Click on “Map” > “Territories Map” from the Navigation Menu

This will bring you to the map with all of your Territories and pins included in each Territory. You can click on pins to view more information.

To view Territories in List View:

1. Click on “Map” > “Territories Map” from the main navigation menu
2. Click on the “List View” tab at the top of the page

This will load a list of your Territory names and is where you will find the number of pins populated in each territory.

You can manage your Territories in List View. 

To edit the bounds of a Territory:

1. Click on “Map” > “Territories Map” from the main navigation menu
2. Click on the “List View” tab at the top of the page. This will load a list of your Territory names
3. Under the “Actions” column, select the “Edit Bounds” link of the territory you wish to edit
4. This opens the map with your current bounds of your manually dropped pins.
   Click and hold a particular pin to drag it to the new desired location. Once you are done moving pins, select “Save” in the top right corner of the page to save the new bounds.

To share Territories with a Sales Rep:

1. Navigate to the Manage > Manage Users page in the top navigation bar
   
2. Select “Give user access to” next to the user you would like to share a Territory with
3. Scroll horizontally to Territories and select the Territories to share from the below list

See the Manage Users page for more information about sharing records 

To filter Territories by Sales Rep:

1. Click on “Map” > “Territories Map” from the Navigation Menu
2. Click on the “View by User” dropdown in the top right corner of the page
3. Filter the list and view Territories assigned for each user