Territory management plays an important role in maximizing sales productivity and operational efficiency, but even mature CRMs normally don’t offer an opportunity to draw them on the map, so users resort to matching by zip codes or city names, which severely limits what territories may look like.
In Mapsly you can draw territories on the map. Territories can be overlapping and nested. Parent territories may have their own map polygons, or may be created just for grouping purposes without polygons. Mapsly does not restrict relationship between parent and child territories and treat them as non-related when assigning records to them: a record will be assigned to each territory that have its own map region within which the record’s address is, no matter its place in the territory hierarchy.
Once territories are drawn, Mapsly automatically assigns records to them based on records’ addresses and saves the list of assigned territories to the Territories field, a system field that pre-exists in all Mapsly objects. You can see this field in the table or record’s popup and apply multi-select filters and mass-update the resulting records, if needed.
Optionally, you may select a CRM field to which Mapsly will save records’ territories once they’re assigned. This will make the process of territory assignment of your CRM records to hand-drawn Mapsly map regions entirely automated.