Table of Contents

Territories Introduction

Charlie Jenkins Updated by Charlie Jenkins

This feature is available on the Advanced & Ultimate Tiers. Learn more

The Distribution Engine territory classifier is used to simplify your assignment logic by cleaning messy address data and classifying your records with simple territory values. It automatically creates tags for each territory. Assign territory tags to team members to easily distribute based on territory.

This example shows a lead in California being stamped with a territory of West coast. 

Territory setup

  1. Create a map
  2. Configure object settings
  3. Settings
  4. Apply territory tags to users
  5. Territory Distributor

 

 

For video tutorials on these topics visit our Learning Lab.

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