Skip to content

Draw territories and group staff into regions

A territory is the area a salesperson works in. A region is a group of staff. Both are set up on the Territories page.

Updated 2026-11-01

The Territories page has two jobs. Territories are map areas assigned to a salesperson, and leaving them raises an alarm. Regions are groups of staff, used for reports and for sending broadcasts.

Draw a territory

  1. Open Territories in the Field group. The page is titled "Territories and regions".
  2. Under New territory, type the Territory name, such as "Kalanki – Balkhu".
  3. Choose the Salesperson the area belongs to.
  4. Pick how to draw:
    • Click corners: click on the map to add each corner. You need at least 3. The page shows "{n} corners". Use Undo to remove the last corner or Clear to start again.
    • Draw freehand: hold and drag around the area, then let go. You can redraw at any time.
  5. Click Save territory.

The territory appears in the list. Use Delete to remove one. When no territory exists, the page says "No territories yet."

What a territory does

While a salesperson is working, the app compares their location with their territory. If they are outside, an Outside territory alarm appears under Alarms. The salesperson is also told: "Your location is outside your assigned territory."

The morning report in the app also shows the area the salesperson is standing in, "Area: {name}", or "Outside your territories". When you supply shops through dealers, the dealers found in that area are offered when the day starts.

Create regions

  1. Under Regions, click New region and type the Region name.
  2. Click Add region.
  3. For each staff member, choose the Region in their row and click Save. Choose No region to take someone out.

A region can also have a boundary. Choose the region in Choose a region, click Draw boundary, draw the area, and click Save boundary. Use Remove boundary to take it away. Regions with a drawn boundary show Boundary drawn.

Use regions

When you send a broadcast, you can target one or more regions instead of picking people one by one.

Tip: Draw territories slightly wider than the actual beat. Roads often go around the edges.

Tip: When someone's beat changes, edit the territory straight away, or they will get alarms for doing the right thing.

Was this helpful?
Contact us