How to assign geographic rules to territories

Assign geographic rules to territories by using Map type hierarchy. 

Steps to configure the Map

  1. Click on a parent node in the Hierarchy panel under which you'd like to create children nodes.
  2. Click on the Hierarchy Options Menu. Select Add Hierarchy.
  3. Under Type, select Map.
  4. Select the treatment of account families. For more details, click here.
  5. Click Next.
  6. Map view is now displayed. You can adjust the zoom level of the map by:
    1. Clicking the World icon left to the search bar and select the view you'd like from the dropdown
    2. Zoom in and out on the map and it will adjust accordingly.

Steps to Assign Geographic Rules to Territories

  1. Select the country on the map by clicking on it, or searching the country name in the Search bar.
  2. Once selected, the country name can be seen on the icon left to the search bar.
  3. Depending on the data available for the selected country, there may be further granularity available to select (e.g. state, 2-Digit Zip, 5-digit zip).
  4. You can either assign geographic rules by manually selecting areas, or you can use the Lasso tool to assign rules to territories. For the Lasso tool, please click here

Steps to Assign Map Based Territories Manually 

  1. Click on the Edit button in the top right corner.
  2. The Manage Segments window will open.
  3. Name your segments and add them by clicking on the plus (+) button and Confirm the changes.
  4. You can see the territory names you made in the map on the top with different colors assigned.
  5. Click on a segment name on the top, then select the areas (sates or postal code areas) by clicking on them. The selected areas are now can be seen in the same color as the segment name. 
  6. Continue the step until all the segments are assigned to their respective areas one by one.
  7. Once done, click on save
  8. A warning shows up to confirm if you want to create the child nodes from the parent node. 
  9. Confirm, and your segments are created.

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