View 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. 

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. Check the box of the Territory you wish to edit
4. Under the “Actions” column, select the “Edit Bounds” link
5. This opens the map with your current bounds if you manually dropped pins to define the Territory or opens the pop-up if you used postal codes:
   • If defining by dropping 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.
   • If defining by postal codes, enter the new postal codes into the pop-up and tap “Done” to save the new Territory

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