1 Minute Tip: 8 Territory Labels

In this eighth 1 Minute Tip video you will learn how to create and customize sales territory labels.


The default label for a sales territory is the territory ID. The ID is either created by your zip to territory import or by creating a territory manually. If created manually the ID would be Territory 1, Territory 2, and so on. The label can be changed to the territory name, assigned sales rep or even a data set summed up to the territory level.

Customize Sales Territory Labels 

To create and customize labels at the district region you simply need to open a new tab for that hierarchy view and then click on configure layers. The process is very similar to creating labels at the territory level.

District and Region Labels


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