Territory Management

Create, Align, and Manage balanced Territories manually or with a single click in CRM! Set up a free demo with our experts at [e-mail] and know-how to create an efficient sales territory plan.

Territory management helps the user to create new territories manually as well as automatically and align the existing territories as well to get proper distribution of territories. User can plot required regions, draw shapes or directly upload shape files/excel files to get the required regions plotted on the map to create territories for the same. User can create territories multiple automatically based on count of records or use the territory Alignment tool to select the required regions and create new territories for the same. While creating multiple territories automatically, user can also save the territories as a draft and rework on the draft to get the territories created as per the requirement. Further, user can plot the existing territories and edit them to get proper distribution of territories.

To access Territory Management go to Detail map > More Options > Territory Management

Users other than System Admin, can use Territory management only if they are given the role of Maplytics Territory Manager

User can use the search options to plot shape files, excel files, search by region, draw a shape or plot existing territories on the map. There are five search options:

• By File

• By Region

• By Drawing

• By Territory

• By Overlay

• By ArcGIS

Related Posts:

• Microsoft Dynamics 365 CRM Territory Management for Field Services – why is it important!

• Create Multiple Territories with just One Click using Maplytics within Dynamics 365 CRM

• Set up, Assign and Visualize Sales Territories within Dynamics 365 CRM as per your business needs!

• Assign Territories within Dynamics 365 CRM by setting your own Rules and Conditions as per your business needs!

• Territory Management within Dynamics 365 CRM/Power Apps gets more flexible – Draft Territories and Balance workload of your field sales and service reps!

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