In addition to creating territories by manually selecting the areas to add in the map, you can use the Select by Condition tool in the Territory Manager to add areas that satisfy a certain condition.
This can be very useful when selecting areas that are grouped together in ranges.
In this tech tip we describe how to create a Territory from a range of ZIP Codes.
The following steps outline how to create a Territory from a range of ZIP Codes:
- If you have not created your territories, please follow the video tutorial on creating territories.
- In the Territory Manager, click Select by Condition
- In the Enter a Condition box, type: ZIP between 02100 and 02210
- The ZIP Codes in the given range will be highlighted. If you are happy with the selection click Save Territory Changes to add them to a new territory. If you would like to try a different range, click Cancel Territory Changes and repeat steps 5-6 with a different range.
For more information on making changes to your territories, please see the video tutorial on managing territories.