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2023
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Territory Management Update | Jan 2023
Territory Management Update | Jan 2023

Learn more about dynamic territories and how to use them.

Eric Range avatar
Written by Eric Range
Updated over a week ago

We've heard the feedback about managing territories in Element451. And we've responded. Introducing dynamic territories.

This update to Territories makes creating, maintaining, and updating territories and the associated territory assignment process more streamlined. You no longer need a list of territories, a bunch of segments, and a multi-step workflow to manage your territories. But don't worry, your existing territories and workflows aren't going anywhere. You can continue to use them until you choose to move to dynamic territories.

The best part, dynamic territories are continually evaluated against filter conditions set for each territory in Element and keeps each person record up-to-date.

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