Build and manage your territories like never before!
1. OPEN YOUR MAP
You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the “Open” button. If you don’t have a map created, click on the “Add New Items” button. Then select, “New Map” and give it a name.
2. CLICK ON THE TERRITORY MENU
To access the territory menu, left or right click anywhere on the territory name, or hover over the row and click on the “Menu” button. If you don’t have a territory on your map, you can add one in seconds!
3. SELECT “MERGE TERRITORIES”
Once the territory menu is opened, select the “Merge Territories.”
4. CHOOSE HOW TO MERGE YOUR TERRITORIES
You have three ways to merge territories. “Select Territories to Merge” allows you to select each territory to merge into one. “Merge Visible Territories from this Folder” and “Merge All Territories in this Folder” will merge territories automatically depending on the folder and what’s visible on the map. After you choose a method, click “Next.” If you chose “Merge Visible Territories from this Folder” or “Merge All Territories in this Folder,” name the territory and click “OK” to have apply the changes.
5. SELECT TERRITORIES TO MERGE
Click on each territory on the map, so that they appear gray with a red border, until you’ve selected all the territories you wish to merge. Then, click “Merge.”
6. NAME THE TERRITORY AND CLICK “OK”
Enter a name for the new territory you created, and click “OK” to merge the territories.
7. REPEAT STEPS 5-6 TO MERGE MORE TERRITORIES
You can merge as many territories as you’d like, by following steps 5-6. When you’re finished, click “Done.” You can also use a shortcut to merge territories by right clicking inside any territory, and selecting “Merge With.”
Here’s a demo on merging territories if you still have questions.
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