Maplytics
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Maplytics
Maplytics
What's New
Installation
Getting Started
Prerequisites
Personalization
Features
Language Support
Maplytics Configuration (Personalization)
Individual Record Map
Area of Service
Plot records on map
Multi-Address Plotting
Point of Interest (POI) Locations
Proximity Search
Overlay
Census data Visualization
Shape Operations
Territory Management
Defining Geographies for Sales Territory with Maplytics
Hierarchal Territories
Bulk Geographies by Uploading an Excel File
Multiple Territories Assigned to a Record
Detail Map on CRM Dashboard
Saved Template Visualization on CRM Entity Form
Routing Optimization
Route to a record
Census Data Visualization
Auto Scheduling
Check-In/Check-Out
Land Area Mapping
Real-Time Tracking
Maplytics API
PowerApps Component Framework
Heat Maps
Support for Dataverse(CDS)
Maplytics Dashboard
Territory Assignment Rule
Enable Territory Assignment Rule
Creating Territory Assignment Rule
Override Existing Territory
Maplytics - Tablet/Mobile
Workflows
Batch Processing Tool
Uninstallation
FAQ
Popular Blogs
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Territory Assignment Rule
Users can use this feature to create rules for assigning territories or owner to the CRM records as per the requirement. With creating a rule user can set some conditions based on which the territories or the owners will be assigned to only those records which satisfy the conditions provided.

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Add a template in dashboard
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Enable Territory Assignment Rule
Last modified 8mo ago
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