Using Circle Select for New Territories

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Using Circle Select for New Territories

You should have at least your zip code data and account data imported before creating new territories. In this section of the manual you will learn how to create territories for accounts from scratch. This means that these territories were never aligned to a single territory before.

 

 

Step 1: Activate the Circle Select Tool

Chapter 4 Lasso Circle Select for New Territories Step 1

First select the lasso button (1) and then select the Circle Select Tool (2)

 

Step 2: Select the Area you Plan to Create a New Territory

Chapter 4 Lasso Circle Select for New Territories Step 2

In this example we will use the Circle Select tool to create a new territory in the north Charlotte area.

 

Step 3: Use the Circle Select Tool to Create a New Territory

Chapter 4 Lasso Circle Select for New Territories Step 3

To use the Circle Select tool click and hold the left button on your mouse on the area that you wish to be the center of the circle  while holding the left button down drag the mouse in any direction to expand the circumference of the circle. Keep an eye on the index label and try to get as close to 100 as possible. If you need help turning on the Index Number label readSetting the Index as a Label before using the Lasso Tool.

 

Step 4: Let go once you've reached desired Index

Chapter 4 Lasso Circle Select for New Territories Step 4

Once you reach the desired Index with the Circle tool let go of the left button on your mouse. A pop up will appear showing a summary of the new territory you are creating. If you are satisfied with what you see, click Next

 

 

Step 5: Select the Action

Chapter 4 Lasso Circle Select for New Territories Step 5

Select what action you would like to take. Because we are creating brand new territories, we select the first option(1). Then click Next (2)

 

And That's it

Chapter 4 Lasso Circle Select for New Territories Step 6

When you click Next in the previous step you confirm that you want to create a new territory. The above image shows this newly created territory.