With the latest update, support for Canadian territories has been added alongside existing U.S. options. You can now add, edit and view Canadian provinces and territories within your Territories database, complete with relevant details like zip codes and counties.
Below are the steps to add and manage Canada Territories in your system.
Step 1: Select “Database” from the “Manage Database” section on the left panel.
Step 2: Select “Territory” from the main menu and then click on “Territories.” This is where all country-based territory data is stored.
Step 3: To create a new territory, click the Add button.
Step 4: When the dropbox opens, begin by typing in the name of the territory that you wish to add. Be sure to select Canada in the country field to ensure correct regional categorization. For the state field, you can select from a list of Canadian provinces or territories that matches the territory name you've filtered.
Step 5: Click “Add” to Save Your Changes.
Note: You can also view the details like zip code or counties for the listed territories. These details can be essential when filtering addresses during customer onboarding or proposal creation. With Canada Territories enabled, users can now more effectively manage customer locations, especially when generating proposals that require accurate regional data.
Step 1: Click the eye icon next to the territory name.
Step 2: For each field (e.g., Zip Code), click the dropdown arrow to expand and view associated data. These details can be essential when filtering addresses during customer onboarding or proposal creation.