How to create Territory

You may define territories to allocate the team of riders for auto-task assignment.

HubSpot Video

1- Create Territory

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You may define territories to allocate the team of riders for auto-task assignment.


Step 1: Go to the Admin Console  -> Geo/Territory Fence.

Step 2: Click the “New” button.

Step 3: Drag the precision pointer that appears on the map to define the coordinates of the desired territory

Step 4: Fill in the details of the territory on the window that appears on the right-hand side of the page and save

Step 5: Right-click on the created territory and select ‘Team’

Step 6: The riders can be chosen from the list appearing on the window and save the changes