Territories

A territory is a boundary you draw on the map and assign to a rep. It stops two people knocking the same street, and it makes "how did the north side do this month" a question you can actually answer.

Territories is the second tab on the Map page.

1. Create Territory

On the map, click Create Territory in the control stack on the right.

2. Draw the boundary

Click points on the map to lay out corners, then close the shape by clicking back on your first point.

Follow real edges. Main roads, rivers and rail lines make boundaries that reps understand without checking their phone. A rectangle drawn across the middle of a subdivision produces arguments about whose street is whose.

Naming and assigning

Once the shape is closed, name it and assign it to someone. Unassigned territories show as Unassigned in the list, which is fine while you're planning next season.

Name them after the place, not the person. "North Springfield" survives the rep leaving. "Dave's area" does not.

What territories give you

Calculate estimated homes counts the addresses inside a boundary, which turns "that looks like a decent area" into a number you can plan a week around.

Edit boundary reshapes an existing territory.

Show pins and Show other territories control what you can see while working on one, so you can check for gaps and overlaps between neighbouring areas.

In Reports > Map you can filter by territory, which is what makes them worth the setup.

Tips and gotchas

• Draw along roads, not through blocks. Ambiguous boundaries get knocked twice or not at all.
• Name for the place, not the person. People change, geography doesn't.
• Estimated homes before you assign. A territory with 80 houses and one with 800 are not comparable targets.
• Unassigned is a valid state. Draw your whole city out, then hand pieces out as you hire.

Next up: Routes and route optimization