In this article you will learn how to:
- Build your territorties
- Outline your institution's parameters to territories using segments
- Assign territories to team members
- Assign tasks based on territories
Add your terrirotires
The first step to territory management is to create the label for the territory itself. This is where you should provide the name of the territory for future use.
Build Segments for Each Territory
After you create each territory, the next step is to build a segment that corresponds to the geographic filters of each territory. Each segment you build will be used later to evaluate the user and assign them to the correct territory.
Example: If you manage your territories by state, use the 'address state' filter as the primary filter in your segment.
Manage Your Territories and Tasks in Rules (Workflows)
Once you build your territory segments the next step is using Rules to automate your territory assignments, tasks, or labels that fit your operations.
Pro tip: Use a Workflow Rule for your territory assignments. Rules allow users to be enrolled into the workflow multiple times, unlike workflows.
- Set territory: Use the workflow action: 'set territory'.
- Add a condition: choose segment reference as your condition type (screenshot below).
- Use your newly created segments as the segment reference for each workflow step.