What is Area Management?
Area Management provides a map-based tool for defining sales territories as geographic polygons. You can draw boundaries on a map, assign them to users or teams, and track performance metrics for each territory.
Accessing Area Management
Navigate to Area (or Area Management) in your navigation menu. This opens a full-screen map interface showing all your sales territories.
Main Screen Overview
The Area Management screen displays:
Interactive Google Map with all existing areas shown as colored polygons
Toolbar at the top with a "Draw Area" button
Sidebar Drawer (opens when you click an area) for editing area details
Creating a New Area
Step 1: Start Drawing
Click the "Draw Area" button in the toolbar
Your cursor changes to drawing mode
Step 2: Draw Your Territory
Click points on the map to create your territory boundary
You need at least 3 points to form a valid area
Click your starting point again (or double-click) to close the polygon
The system automatically creates the area with a random color
Step 3: Configure the Area (Optional)
Once created, the sidebar drawer opens automatically. You can immediately configure:
Color - Choose a color to distinguish this territory on the map
Area Note - Add notes or instructions for assigned reps
Assignment - Assign users or teams (see below)
Step 4: Save
Click "Save" at the bottom of the drawer to apply your changes.
Assigning Areas to Users or Teams
In the sidebar drawer, under "Assign to":
Assign to Users:
Select "User" from the dropdown
Search and select users from the picker
You can assign multiple users to the same area
Added users appear in a list with remove buttons
Assign to Team:
Select "Team" from the dropdown
Search and select a team from the picker
Only one team can be assigned per area
All team members can see this area on their mobile app
Important: Unassigned areas are automatically deleted after 30 days. Make sure to assign areas to keep them active!
Editing an Existing Area
View and Edit Details:
Click the area polygon on the map
The sidebar drawer opens showing area details
You can edit:
Area color
Area notes
Assignment (users or team)
Edit Boundaries:
Click "Edit boundaries" button in the sidebar
The polygon becomes editable:
Drag corner points to reshape the boundary
Drag the entire polygon to move it
Right-click points to delete them (minimum 3 points required)
Click "Save Boundaries" when finished
Or click "Cancel" to discard changes
Save Changes:
Always click "Save" at the bottom of the drawer to apply any edits.
Viewing Area Performance
Access the Scorecard:
Click an area to open the sidebar
Click the "Scorecard" button
A nested drawer opens showing area statistics
Available Metrics:
Total properties in the area
Locations pitched (how many have been contacted)
Locations with activity (recent interactions)
Status breakdown by account stage
Filter by Date Range:
Default shows last 3 months of activity
Adjust the date range to see different time periods
View Individual Performance:
Select a specific user from the list
See that user's metrics within the territory
Deleting an Area
To permanently remove a territory:
Click the area to open the sidebar
Scroll to the "Danger Zone" section at the bottom
Click "Delete Area"
Confirm the deletion
Warning: Deleted areas cannot be recovered.
Visual Features
Area Colors:
Each area can have a custom color for easy identification
Change colors in the sidebar drawer
Different colors help distinguish overlapping territories
Assignment Markers:
Areas display markers at their center showing who's assigned:
User avatar/initials - Single user assigned
Team avatar/initials - Team assigned
Orange badge with number - Multiple users (e.g., "3" for three users)
Gray "?" icon - Unassigned area
Map Controls:
Zoom in/out using controls or mouse wheel
Pan by clicking and dragging
Toggle satellite view (if available in your map controls)
Performance Optimization
The map displays up to 50 areas at once for performance
Only visible areas within your current map viewport are rendered
Your map position is saved and restored when you return
Permissions
To access Area Management, you need:
area:add permission to create, edit, or delete areas
area:list permission to view areas
Typically available to:
Company owners/managers
Team managers (for their team's areas)
Tips for Success
For Creating Territories:
Draw accurately - Take time to follow natural boundaries or neighborhoods
Use distinct colors - Make it easy to identify territories at a glance
Add helpful notes - Include landmarks, special instructions, or territory details
Assign immediately - Avoid losing areas to the 30-day auto-deletion
For Managing Teams:
Review assignments regularly - Ensure areas match your current team structure
Check the scorecard - Monitor activity levels in each territory
Adjust boundaries - Update as your market or team changes
Use team assignments - Easier than managing multiple individual users
For Best Performance:
Zoom in before drawing - More precise boundary placement
Limit overlapping areas - Prevents confusion for field reps
Keep areas reasonably sized - Very large areas can slow map rendering
Delete unused areas - Keep your map clean and organized
Common Workflows
New Territory Setup:
Draw area → Assign users/team → Add notes → Save
Share with field team
Monitor performance via scorecard
Reassigning Territory:
Click area → Change assignment → Save
Previous assignees lose access
New assignees see it on mobile
Seasonal Territory Adjustments:
Edit boundaries to expand/contract coverage
Save boundaries
Team automatically sees updated territory