Facilities Finder

Territory Management

Define and manage your geographic coverage areas.

Territories let you define the geographic areas you cover. Once created, territories can be used as filters in facility search to focus on facilities within your coverage area.

Why Use Territories?

Consistent Searching

Apply the same geographic filter to every search without manually selecting states or drawing areas each time.

Team Coordination

Define clear boundaries for team members to avoid overlap and ensure complete coverage.

Progress Tracking

Track how many facilities exist in your territory and how many you've contacted.

Route Optimization

Visualize your territory on a map to plan efficient sales routes.

Territory Page Overview

Navigate to Territory in the sidebar to access the territory management page.

The page has two tabs:

  • My Territories — View and manage your saved territories
  • Create New — Create a new territory

Creating Territories

You can create territories using four different methods:

County Selection

Click individual counties on the map. Best for precise boundaries that follow administrative lines.

State Selection

Click entire states to add them to your territory. Best for large regional territories.

Draw Polygon

Freehand draw a custom shape on the map. Best for territories that don't follow administrative boundaries.

Pin Drop

Drop pins at locations and set radius circles around each. Best for coverage areas around specific points (like your office or key customers).

Default Territory

You can set one territory as your default. The default territory:

  • Is automatically applied to facility searches
  • Shows a star badge in the territory list
  • Appears pre-selected in the territory filter

To set a default:

  1. Go to My Territories tab
  2. Click the star icon on a territory card
  3. The previous default is automatically unset

Using Territories

Once you have territories:

  1. Go to Facility Search
  2. In the Location filter, select Territory
  3. Choose your territory from the dropdown
  4. Search results are filtered to facilities within that territory

Your default territory is pre-selected, so you can start searching immediately.

Territory and State Filters

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

This prevents confusion from overlapping filters.

PreviousNext