Territory Management is one of the most popular uses of eSpatial for our users. Thousands of businesses use our Territory Management software daily to improve lead development, balance the workloads of their sales teams, and maximizing their organization’s profits.
Territory Management software ensures efficient coverage of sales territories, increasing responsiveness to emerging trends, and empowers your sales team. We’ve helped countless sales organizations achieve success with Territory Management, you can learn more about the benefits of Territory Management in a previous post.
With Territory Management being crucial to the success of so many businesses, we want to make sure that is continually updated and intuitive as possible. Therefore we take all feedback on board. One recent query was about how users could add territories created from the Territory Builder to their maps faster. This is something we’ve addressed in our latest update, the steps can be found below:
Adding Your Territory to Your Map
For a walk through on creating your initial territories in Territory Builder, check out our quick guide on creating territory maps.
Once you have created your territory, you will need to add it to your map. Previously this was done by exiting the territory builder, returning to your map and adding the territory data to your map, similarly to how you would add a dataset to your Map:
What you might not be aware of is a quicker way of adding territories to your map. When in the Territory Builder module, you can add your created sales territory to multiple maps much quicker. From the control panel, select the cogs beside your territory’s name. You will then have the option to Rename or Add to map:
Select Add to map and you will be presented with your current Workspaces and Map. From here, it’s simply a case of selecting which Map you would like to add your territory to. You can even create a new Map or Workspace directly from this screen to save even more time.
Once you’ve made your selection, simply select Add to selected maps. You will receive a confirmation message confirming it has been added to your maps. You can then immediately jump to the map by selecting it form the list. Taking you directly to your map, with the territory added! Easy!
This new method was designed to save you time when working with territories, giving you the ability to add territories to multiple maps quicker, without the need to go into each map and individually add them! If you have feedback on any other feature of eSpatial, please let us know and we can see if there’s a way to improve it!