Saving & Managing Territories

Once you've created territories, you'll want to manage them effectively. This guide covers saving, editing, organizing, and deleting territories.

Saving a New Territory

After defining your territory boundaries:

Required Information

• Name — A descriptive name (1-100 characters)
  • Examples: "Midwest Region", "Ohio Manufacturing", "Chicago Metro 50mi"

Optional Information

• Description — Additional context (up to 500 characters)
  • Use for notes about the territory's purpose or boundaries
• Set as Default — Toggle to make this your default search territory

Save

Click Save Territory to create it. You'll be redirected to the My Territories tab.

Viewing Your Territories

The My Territories tab shows all your saved territories as cards.

Each card displays:

• Territory name
• Description (if any)
• Creation date
• Default indicator (star icon)
• Action buttons

Viewing on Map

Click any territory card to see its boundaries highlighted on the map. The map automatically zooms to show the full territory.

Editing Territories

To edit a territory:

1. Find the territory in the My Territories list
2. Click the Edit button (pencil icon)
3. The Create tab loads with the territory's current settings
4. Make your changes:
   • Modify boundaries (re-select counties, redraw polygon, etc.)
   • Update name or description
   • Change default status
5. Click Save Territory

What You Can Edit

• Territory boundaries
• Name
• Description
• Default status

Setting a Default Territory

The default territory is automatically applied to facility searches.

To Set a Default

1. Find the territory in the My Territories list
2. Click the star icon on the territory card
3. The territory becomes your default (star fills in)
4. Any previous default is automatically unset

To Remove Default

Click the star icon on the current default territory to unset it. You can have no default if preferred.

Deleting Territories

To delete a territory:

1. Find the territory in the My Territories list
2. Click the Delete button (trash icon)
3. Confirm the deletion in the dialog

Warning

• Deletion is permanent and cannot be undone
• If you delete your default territory, no territory will be default
• Consider renaming instead of deleting if you might need it later

Best Practices

Naming Conventions

Use clear, consistent naming:

• Geographic: "Ohio", "Midwest", "East Coast"
• Descriptive: "Chemical Manufacturing Zone", "Priority Accounts"
• Combined: "Ohio - Priority Accounts"

Use Descriptions

Add context to descriptions:

• Why this territory exists
• Who it's assigned to (for teams)
• When it was last updated

Review Regularly

Periodically review your territories:

• Are boundaries still accurate?
• Are all territories still needed?
• Should any be combined or split?

One Default

Only one territory can be default. Choose the one you use most frequently for searches.

Troubleshooting

Can't Save Territory

• Check that you have a name (required)
• Ensure boundaries are valid (no self-intersecting polygons)

Territory Not Appearing in Search

• Make sure the territory was saved successfully
• Refresh the page if you just created it
• Check if Territory filter is selected (not States)

Wrong Facilities Showing

• Verify the territory boundaries are correct
• Remember that facilities are matched by their geographic coordinates
• Check if the Exclude List is hiding some facilities