Mapsly

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

How Mapsly helps you manage territories in your CRM

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

Territories: adding, editing properties, drawing and exporting shapes

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

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

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

How to create territories using geo-library

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

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

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

Territory groups

Learn how to import territories from GeoJSON or KML file

Import territories

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

'Territory group properties' popup

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

'Demographic metric' popup

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.

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

Sergey Shurygin

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

Territory management

Find answers and get help from Intercom Support and Community Experts

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