Setting Up Your Territory

Your territory defines the geographic area you cover. Setting up a well-defined territory helps you focus your searches and ensures you don't miss any facilities in your coverage area.

Why Use Territories?

• Focus your searches — Only see facilities in your coverage area
• Save time — Don't manually filter by location each time
• Track coverage — Know exactly which areas you're responsible for
• Avoid overlap — Clear boundaries for team coordination

Creating a Territory

Navigate to Territory in the sidebar and click the Create New tab.

Method 1: County Selection (Recommended)

Best for: Precise territory boundaries following administrative lines

1. Select County Selection from the dropdown
2. Click counties on the map to add them to your territory
3. Click again to deselect a county
4. Counties are highlighted as you select them
5. See the total facility count update in real-time

Method 2: State Selection

Best for: Large regional territories covering entire states

1. Select State Selection from the dropdown
2. Click states on the map to add them
3. Multiple states can be selected
4. Useful for broad regional coverage

Method 3: Draw Polygon

Best for: Custom shapes that don't follow administrative boundaries

1. Select Draw Polygon from the dropdown
2. Click points on the map to draw your territory shape
3. Double-click to complete the polygon
4. You can edit the shape after drawing

Method 4: Pin Drop with Radius

Best for: Coverage areas around specific locations

1. Select Pin Drop from the dropdown
2. Click on the map to drop a pin, or search for an address
3. Adjust the radius (1-500 miles) for each pin
4. Drop multiple pins to cover multiple areas
5. Overlapping circles are merged automatically

Territory Settings

Name and Description

Give your territory a clear name (e.g., "Midwest Region" or "Ohio Manufacturing"). Add an optional description for additional context.

Set as Default

Toggle Set as Default to automatically apply this territory to all facility searches. Only one territory can be the default.

Saving

Click Save Territory to create it. You'll be redirected to the My Territories tab where you can see all your territories.

Managing Territories

Viewing Territories

Click any territory card in the My Territories tab to see its boundaries on the map. The map will zoom to show the full territory.

Editing Territories

Click the edit button on a territory card to modify its name, description, or boundaries.

Setting a Default

Click the star icon on a territory card to set it as your default. The previous default will be automatically unset.

Deleting Territories

Click the delete button and confirm to remove a territory. This cannot be undone.

Using Territories in Searches

Once you have territories:

1. Go to Facility Search
2. In the Location filter, select Territory
3. Choose your territory from the dropdown
4. Your default territory is pre-selected automatically

Note: Territory and State filters are mutually exclusive — you can use one or the other, not both at once.

Best Practices

1. Start with counties — They provide precise, consistent boundaries
2. Name clearly — Use geographic or descriptive names
3. Set a default — Saves time on every search
4. Review periodically — Update territories as your coverage changes
5. Don't overlap — For team use, ensure territories have clear boundaries