Drawing Territories

The Draw Polygon method lets you create custom territory shapes that don't need to follow administrative boundaries.

When to Use Draw Polygon

• Your territory follows roads, rivers, or natural features
• You need a shape that doesn't match county or state lines
• You want precise control over the boundary

How to Draw a Territory

Step 1: Select Draw Polygon

On the Create New tab, select Draw Polygon from the method dropdown.

Step 2: Start Drawing

Click on the map to place your first point. Each click adds a new point to your polygon.

Step 3: Complete the Shape

Double-click to complete the polygon. The shape will close automatically, connecting your last point to the first.

Step 4: Edit if Needed

After drawing, you can:

• Drag points to adjust the shape
• Add new points by clicking on edges
• Delete points by selecting and pressing Delete

Step 5: Add Details

1. Enter a name for your territory
2. Optionally add a description
3. Toggle "Set as Default" if desired

Step 6: Save

Click Save Territory to create it.

Drawing Tips

Keep It Simple

Simpler shapes with fewer points perform better. You don't need to trace every curve precisely.

Use Zoom

Zoom in for more precise drawing. Zoom out to see the overall shape.

Plan First

Before drawing, zoom out and plan your route. It's easier to draw in one pass than to edit extensively.

Check Coverage

After drawing, look at the facility count to ensure you've captured the expected area.

Editing Drawn Territories

To edit a drawn territory:

1. Go to My Territories tab
2. Click the edit button on the territory card
3. The map loads with your existing shape
4. Modify the points as needed
5. Click Save Territory

Common Shapes

Rectangle Coverage

For a simple rectangular area:

1. Click the four corners
2. Double-click on the fourth point

Following a Highway

For coverage along a route:

1. Draw a polygon that extends on both sides of the highway
2. Use more points along curves
3. Set appropriate width from the route

Excluding an Area

To exclude an area from your territory:

1. Draw the outer boundary
2. Then draw an inner boundary around the excluded area
3. The polygon will have a "hole" in it