⚠️ Important: Read Before You Begin
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.
However, please note: Using Territory Management does not automatically assign customers to reps. To assign a customer to a rep, you must manually select the rep number in WebManager.
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.”
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In the Add Territory pop-up, select a state, ZIP code, or ZIP code range for the rep.
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Click “Submit” to save.
Need to remove a territory?
Click the delete icon next to the territory and confirm deletion.
⚠️ Reminder
Again, territories do not automatically assign customers to reps.
To assign customers, go to the customer record in WebManager and manually choose the appropriate rep number.