Creating Territories

To create territories on a map:

1      Select Data > Territories > Definition from the main menu. The Territories page appears.

2      If there are no territories created, click New. If territories exist, right-click in the Territories page and select New. The New Territory page displays as shown below.

Map data © 2015 Google

3 To set the map center, enter all relevant information and click Set Map Center.

4 Specify the Territory Generation allowance percentage.

5 Enter a name or use the default name.

6 Enter the territory key.

7 Select a color for the territory.

8 Select a Requirement Set and enter Requirements. The values entered in these fields will be applied to the order to which the territory is assigned.

9 Double-click on a starting point for the territory and move the mouse pointer to the next location to draw a line and left-click. Click the nodes on the line and drag to expand the territory’s scope.

Map data © 2015 Google

Map data © 2015 Google

10 Right-click and select Create Territory to complete the territory area.

11 To create multiple territories, move to the next desired territory area of the map and repeat steps 5 &endash; 10.

12 Click Save.

13  Repeat steps 5-9.

14  Click Save.