# Auto Territory Creation
Users can create territories automatically based on a shape/excel file and selected alignment criteria to get the desired number of balanced territories on the map. To do this, users can go to Territory Management and use the option of ‘By File’ to upload a Shapefile or an Excel file to get it plotted on the map. Users can also choose the option of ‘By Overlay’ to plot a saved shape/excel file on the map.
User can go to the ‘Plot Records Card’ and select the required ‘DataSource’ and the respective ‘View’ to plot the same on the map. These records will be distributed among the territories that are to be created.
{% hint style="info" %} **Note:** *Only those records that lie within the regions selected will be considered while creating multiple balanced territories.*
{% endhint %}
Using the options of ‘Select’ or ‘Multi-select’ from the ‘Alignment Tool’ user can choose the required regions and right click to select the option of ‘Create Territory’ to open the window. Here, user can select the option to ‘Create Multiple Territories’ and enter the number of territories they want to create out of the selected regions on the map. In the screenshot below, we have entered 4 for an instance.
This will calculate the number of records and divide the selected regions automatically to get 3 balanced territories. By default, territories will be named as Territory\_0, Territory\_1, Territory\_2 etc. User can change the names as per their requirement.
{% hint style="info" %}
***The count of records in the territories created automatically might vary slightly***
{% endhint %}
Users can also specify a different ‘Alignment Criteria’ to divide the territories. Consider the following territories plotted by the user using a shape file.
Using the ‘Select Multiple’ tool, the user checks on ‘Create Territory’.
In the ‘Create Multiple Territories’ option, he specifies the number of territories to be created as 3 and selects the Alignment Criteria as Annual Revenue.
{% hint style="info" %} **Note***: The numeric column from the selected data source view will be displayed in the Alignment Criteria dropdown. Ensure that the required column is available in the selected view.*
{% endhint %}
Three territories are created based on the sum of annual revenue.
User can also set the required user as a manager for the territories processed, by clicking on the ‘Select manager’ icon.
{% hint style="info" %}
***Users who have already been assigned as a manager for another territory will not be visible in the list of users to be selected as a manager of the territory.***
{% endhint %}
Users can also set the colors for the territories using the option of ‘Fill color’.
User can further choose to take an action on the territories processed on the map by using ‘Actions’. There are three Actions available
* **Create:** If the user is satisfied with the territories processed, then they can choose this option to create the territories processed on the map within the CRM.
* **Save:** If user needs to work on the territories processed to further make any changes or take an opinion on the same from a colleague, they can use this option to save the territories processed as Draft Territories within the CRM.
* **Realign:** User can further rework on the territories processed using this option. This will allow the user to revise the number of territories processed.
{% hint style="success" %}
For any queries, reach out to us at
{% endhint %}
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