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.
First select the lasso button (1) and then select the Lasso Select Tool (2)
In this example we will be creating a new territory in the Kansas City area.
Click and hold to draw an area that matches the territory you want to create. 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 read Setting the Index as a Label before using the Lasso Tool.
Once you reach the desired Index(1) with the Lasso 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 (3)
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)
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.