Territories

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

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

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 and auto-saving of the assigned territories to the data source

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

[Zoho CRM] How Mapsly helps you manage territories in your Zoho CRM

Why you should use Mapsly in tandem with your Zoho 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