Territory Builder

You can create territories using existing boundary Datasets or by uploading a file with predetermined territories created.

Create Manually

You can create your territories manually by selecting boundary areas.

Click on the Territory Builder button in the Top Toolbar.

From the drop-down select Create New. You can also edit your existing Territories from here.

  • Select the Region dataset you wish to use from the drop down.
  • Click on the Add Region Datasets button to add more region datasets from the Library.
  • Click on the Complete button to open the Territory builder.

  • Click on the Add Territory button.

There are two ways to add regions to your territory.

  • Click on a region to add it to your Territory.
  • Click on the Area Select button and then left click on the map at the start point and continue adding points as necessary to draw a shape that intersects with all of the regions you want to select.A shape will be drawn over the map.Click on the Confirm button to add all intersecting regions to your Territory.Your territory will be drawn on the map.
  • Click on the Add Territory button to add another territory.
  • Your Territories are auto saved to the territory dataset and can be found in the library both under the Territories tab and the Datasets tab.

Renaming a Territory

  • Hover over the Territory name in the Control Panel and the Settings icon will appear.
  • Click on this to open the Settings window.
  • Click on ┬áRename to open the rename window.
  • Enter the new Name and Description for this dataset.
  • Click on the Done button to close the window and return to the map.

Add Territory to a Map

  • Hover over the Territory name in the Control Panel and the Settings icon will appear.
  • Click on this to open the Settings window.
  • Click on Add to Map to open the Add to Map window.

Add to New Workspace

If you want to add the Territory to a new map in a new workspace click on the Add New Workspace Link.

  • A new Workspace will be created and listed at the top of the Add to Map window with a new Map created and checked.
  • You can also create more new maps in the new workspace by clicking on the Add New Map link.
  • Click on the Add to selected maps button to add the Territory to the maps

Add to Existing Map

If you want to add the Territory to an existing map you can select from the list of maps presented.

  • Select the map or maps that you want to add the territory to by clicking in the box next to them.
  • You can also create more new maps in the new workspace by clicking on the Add New Map link.
  • Click on the Add to selected maps button to add the Territory to the maps

Add to Map from within a workspace

You can also add a territory to a map when you are in a workspace. Territory datasets are auto saved to the library as they are being built or edited. You can add the territory directly from the library. Please see here for how to do this.

Watch our Territory Map tutorial videos

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