Territories

How to use hand-drawn territories with your CRM territory management

10 articles in this collection
Written by Sergey Shurygin and Gustavo Teran

Import territories

Learn how to import territories from GeoJSON or KML file

Written by Sergey Shurygin
Updated over a week ago

'Territory group properties' popup

Learn how to edit group properties, add data fields, aggregate metrics, demographics and mass-create territories from geo-library

Written by Sergey Shurygin
Updated over a week ago

'Demographic metric' popup

Learn how to use the 'Demographic metric' popup to explore available US Census Bureau metrics and add them to your territory group

Written by Sergey Shurygin
Updated over a week ago

Territory groups

Use territory groups to control territory properties, define data fields (metrics) and mass-create territories using the geo-library

Written by Sergey Shurygin
Updated over a week ago

Territories: adding, editing properties, drawing and exporting shapes

Learn how to create and delete a territory, update edit its properties and data fields, and export it as a GeoJSON file

Written by Sergey Shurygin
Updated over a week ago

How to create a territory out of postal codes within a fixed distance from a location (radius)

Learn how to use the radius circles with geo-library to create territories that contain postal codes within a radius from the base location

Written by Gustavo Teran
Updated over a week ago

How to set up auto-assignment of territories in Mapsly (step-by-step guide)

Learn how to turn on auto-assignment for objects, auto-save assigned territories to the data source and use them in Mapsly

Written by Sergey Shurygin
Updated over a week ago

How to create territories using geo-library

Learn how to create territories out of state, provinces, counties and postal code areas

Written by Sergey Shurygin
Updated over a week ago

How Mapsly helps you manage territories in your CRM

Why you should use Mapsly in tandem with your CRM as a valuable territory management tool.

Written by Gustavo Teran
Updated over a week ago

[Zoho CRM] How to use Mapsly territories with Zoho territory management (step-by-step guide)

A step-by-step guide on how to set-up Territory Management in Zoho CRM and Mapsly, and using them to assign accounts to territories.

Written by Gustavo Teran
Updated over a week ago