Setting up and Managing Territories
The Address Book Map allows you to balance territories and routing personnel within user-defined regions. Territory based optimization is useful if you want to visually determine area proximity to regional office/warehouse locations and then to easily assign customers to personnel who are in the vicinity.
Creating a Territory by Manually Drawing the Borders
To draw a territory, click the “Draw New Territory” button on the right-hand side of your Address Book Map screen.
Type in a name for your territory, then select a color. Click “Add” when you’re done.
Click on the map to start drawing your territory’s borders. Continue drawing your territory point-by-point by left-clicking on the map. Each click will determine the territory’s borders, marked by straight lines. To complete the territory selection, either double-click on the map or connect the border lines back to the point where you initially started.
Repeat this process for each territory you want to add to your map.
You can also draw overlapping territories. In the image below, addresses in the overlapped area will be included in both territories. This may come in useful if you need to add sub-territories to your map.
To display or hide your territories on the map, check or uncheck the box next to each one.
Creating a Territory with KML Text Import
KML (Keyhole Markup Language) is a file format used to display geographic data in an Earth browser. KML data can be created using 3rd party software such as Google Earth. To add a territory by parsing KML data, click “File” → “Create Territories from KML.”
Input the KML data in the textbox, then click “OK.”
Next, type in a name for your territory, then click “OK.”
Your new territory will appear on the Address Book Map.
If you need to download the addresses inside a territory to a spreadsheet file, you can do so by clicking the gear icon next to the territory, then selecting “Download Territory.”
You can also view the number of addresses in each territory in the territory count section. Rolling your mouse cursor over territory displays the exact address count for that territory.
To delete a territory from the map, click the gear icon, then select “Remove.” Note that this will only delete the territory borders, not the address book contacts encompassed within that territory.