What Changed?
The old Account Management tool focused primarily on a map view with a sidebar for filtering and assigning. The new Area Management experience keeps everything you relied on — the map, assignment rules, area management — and adds a full account list view, a redesigned layout, and a number of new capabilities that make it easier to manage accounts at scale.
What's New
Three Views in One Place
You can now switch between three views using the tabs at the top of the page:
List — Browse, search, and bulk-manage accounts in a table
Map — The same map view you're familiar with, with account pins and polygon drawing
Areas — Manage your assignment rules and territories in a sortable, searchable table
Previously, you had to navigate between separate pages or panels to do these tasks. Now they're all accessible from a single page.
Full Account List with Bulk Actions
The new List tab gives you a full table view of all accounts matching your current filters, with:
Load more — accounts load in pages of 1,000 as you scroll
Column toggle — show or hide the columns you care about
Row selection — check off individual accounts or select all
Bulk actions — change owner, change stage, or delete in bulk from the floating action bar
CSV export — download all account data including workflow stages, timestamps, and custom fields
Open Account Details Without Losing Your Place
Clicking an account in the list now opens it in a full-size overlay rather than navigating away from the page. When you close it, you're right back where you were — same filters, same scroll position.
From the account detail overlay you can:
View and edit all account fields
Schedule an event
Access stage history and workflow actions
Delete the account
Areas Table, Upgraded
The Areas tab replaces the old area/rules list with a full table. You can now:
Sort by area name, status, or last run date
Search areas by name
Toggle and reorder columns
Multi-select areas for bulk unassign or delete
See the status of each area at a glance (Draft, Scheduled, Assigned, Expiring, Unassigned)
Area Detail in a Focused Modal
When you click an area in the Areas tab or on the map, the area detail now opens in a full-size modal — similar to the account detail experience. You can review area details, see assignment info, and take action without navigating away from the page.
Smarter Drawing Tools
Drawing a new area now uses a cleaner workflow:
While drawing, the header shows clear instructions and a Cancel button — nothing else gets in the way
After you finish drawing, you get Assign, Delete Accounts, Reset Stage, and Cancel actions right in the header
If you already have an area selected and try to draw, the tool will deselect the area first so you're not left with conflicting highlights
Area Creation with Intent
When creating a new area, you now choose your assignment intent upfront:
Draft — Create the area definition without assigning yet
Assign Now — Run the assignment immediately on save
Schedule — Set a start and optional end date for the assignment to run automatically
What Stayed the Same
All existing assignments and areas carry over — nothing is lost
The same filters, teams, and user assignments you've configured still work
The map, pin colors, polygon overlays, and drawing behavior are unchanged
Assignment rules with Auto Assign on Import still work the same way
Permissions are unchanged — managers assign within their team, admins can assign across teams
How to Access Area Management
Go to app.terros.com
Select Area Management from the left sidebar
Note: This feature is only available if enabled for your company. Contact support if you don't see it in the sidebar.
Permissions
Role | What they can do |
Admin | Assign any account to any rep, manage all areas, bulk reassign across teams |
Manager | Assign and reassign within their team, create and manage areas for their team |
Rep | View assigned accounts only; cannot reassign |
Getting Help
Feature not visible: Contact your admin to confirm Area Management is enabled for your company
Permission issues: Ask your admin to verify your role
Technical problems: Go to Settings → Help → Submit a ticket