Using Lasso Zips for New Territories

<< Click to Display Table of Contents >>

Navigation:  Chapter 4: Creating New Sales Territories >

Using Lasso Zips 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: Select Lasso Zip

Chapter 4 Lasso Zip For New Territories Step 1

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

 

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

Chapter 4 Lasso Zip For New Territories Step 2

In this example we will be creating a new territory in the Kansas City area.

 

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

Chapter 4 Lasso Zip For New Territories Step 3

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.

 

 

Step 4: Let go Once you've Reached Desired Index

Chapter 4 Lasso Zip For New Territories Step 4

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)

 

 

Step 5: Select the Action

Chapter 4 Lasso Zip 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)

 

That's it

Chapter 4 Lasso Zip 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.