Lasso Territories

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Lasso Territories

Lasso Territories allows you to use a lasso tool to select several territories at once. You can then view a summary and either combine the territories or remove them.

 

Step 1: Activate Lasso Territory

Chapter 3 Lasso Territory Step 1

In the top menu, select (1) Home and activate the drop-down box on (2) Lasso Territory. By default, the featured tool here will be Lasso Zips.

Simply click on (3) Lasso Territory in the extended menu.

 

Step 2: Use Lasso Territory

Chapter 3 Lasso Territory Step 2

When you have chosen the area you wish to use the Lasso Territory tool Simply click down the left button on your mouse and highlight the territories you want to select.

 

Chapter 3 Lasso Territory Step 2a

When you have selected all of the territories simply let go of the left button on the mouse and you'll see a new pop up appear. When this happens you can proceed to the next step.

 

Step 3: View Summary

Chapter 3 Lasso Territory Step 3

Here in the map Query window you can see a wide variety of information about the territories you selected, including total number of accounts, unassigned territories, total sales generated from the area, and many more.

If you are satisfied with what you see, click Next.

 

Step 4: Select the Action

Chapter 3 Lasso Territory Step 4

Here you choose to select what action to take with the selected territories. For this example we will combine all of these territories into one new territory(1). Then Click Next (2)

1.Creating a New Territory: This will create a brand new territory from the territories you lassoed.

2.Add to an Existing Territory: Selecting this action will allow you to choose a territory from the the drop-down menu to add the selected territories to.

3.Unassign Zip Codes and Accounts: This action will unassaign every zip code and account in the territories that you have lassoed.

4.Assign Territories to a District: This action will assign every territory you lassoed to a district.

 

That's It!

Chapter 3 Lasso Territory Step 4a