Territory Management helps you organise your sales team and ensure full coverage across your brand’s customer base. It’s a great way to allocate resources efficiently, drive sales growth 💰, and strengthen customer relationships.
🔹 Note: Using Territory Management does not automatically assign customers to reps. To assign a customer to a rep, you'll need to select the rep number in WebManager or assign through the Import Customers Template.
✍️ Setting Up Territory Management in WebManager
Territory Management must be set up for each sales rep in order to use features like badge scanning at markets. Follow the steps below to get started.
Step 1
Log into WebManager
Step 2
Click View/Edit Sales Reps
Step 3
Click on the name of the rep you want to edit
Step 4
In the upper right corner, click New
In the Add Territory pop-up, select a state, ZIP code, or ZIP code range for the rep
Click Submit to save
❌ Need to remove a territory?
Click the delete icon 🗑️ next to the territory and confirm deletion.
❓FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can a sales rep have multiple territories?
A. Yes, you can assign multiple states, ZIP codes, or ZIP code ranges to a single rep.
Q. Can multiple reps share the same territory?
A. Each customer can only be assigned to one primary sales rep.
If you want another rep to share access to that customer, you have two options:
-
Additional Rep Numbers:
Go to WebManager → Sales Reps → View/Edit Sales Reps → Select the Sales Rep → Click Edit Rep.
In the Additional Rep Numbers field, add the rep number associated with the customer you want to share.
📘 Learn more here → 🤝 Share Customers Between Sales Reps
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Parent/Sub-Rep Setup:
Make the Parent Rep the rep who should also see the shared customer.
📘 Learn more here → 👥 Manage Parent and Sub-Reps
Q. Do changes to territories update automatically in the app?
A. Territory management is for informational purposes only and does not update anything within the app.
Q. What happens if a rep doesn’t have any territories assigned?
A. The rep may not appear in certain features—such as badge scanning—until at least one territory is assigned.
Q. Can I bulk upload or import territories for multiple reps?
A. Not currently. Territories must be added individually through each rep’s profile in WebManager.