Settings: Territories & Coverage
Learn how to build geographical territories, combine administrative and Great Britain postcode areas, and review your complete coverage on an interactive map.
What Territories Are For
Territories let you describe the geographical areas your business works in. A territory can represent a sales region, service area, branch coverage area, account-management region, or any other location-based structure that makes sense to your organisation.
Each territory has its own name, description and colour, then one or more map areas are added to define its coverage. These areas can be built from administrative boundaries or Great Britain postcode geography, and different area types can be combined inside the same territory.
Reviewing Your Territory Setup
Total territories
See how many territory records have been created across the CRM account.
Active territories
Quickly see how many territories are currently active and available for use.
Selected boundary areas
Review the total number of administrative or postal areas that make up your territories.
Countries represented
See how many countries are represented by the geographical boundaries you have selected.
Using the Territory Coverage Map
The overview map gives you a visual check of all saved territory areas before you use them for staff access. Each territory is shown using its selected colour so overlaps, gaps and unexpected boundaries are much easier to spot.
Show or hide territories
Use the map legend to switch individual territories on or off while reviewing coverage. This is useful when several territories overlap or sit next to each other.
Inspect individual areas
Hover over a boundary to identify the territory and area. Clicking a boundary gives you more detail and a direct route back to edit that territory.
Territory Details
Start each territory with a clear name that staff will recognise. You can also add an optional description and choose a colour which is used throughout the territory screens and coverage map.
Territory name
Use meaningful names such as North East, Midlands, London, Service Area A or National Accounts.
Description
Add an optional explanation where the territory name alone does not fully describe its purpose.
Colour
Choose a colour that makes the territory easy to identify on maps and assignment screens.
Active or inactive
Territories can be deactivated without deleting their definition, making it easier to restructure coverage safely.
Adding Administrative Areas
Administrative boundaries are useful when a territory follows recognised geographical areas. Choose a country, then select the boundary level you want to work with before loading the map areas.
Choose a country
Select a country preset or use its three-letter ISO code when loading administrative geography.
Choose a boundary level
ADM levels let you work from larger national or regional areas down to more detailed local boundaries where available.
Select map areas
Load the boundaries, then select the individual areas which should form part of the territory.
Combine several areas
A territory does not need to be one single boundary. Add as many relevant areas as required to build the coverage you need.
Using Postcode Areas and Districts
For more postcode-focused territory planning, the builder can use Great Britain postcode polygons as a separate geography. These can be selected on their own or mixed with administrative areas in the same territory.
Postcode Area
Use broad outward areas such as M, LS or CF when your territory follows larger postcode regions.
Postcode District
Drill into an area and choose more specific outward-code districts such as M1, M2 or similar where finer control is needed.
Postcode Dataset & Cache Tools
Great Britain postcode polygons are served from the CRM's local/database cache so normal territory map use does not need to download the postcode files remotely each time.
Import Local Files
Scan the configured local GeoJSON folder and import available postcode geometry into the CRM cache.
Check Remote Updates
Compare cached postcode data with the remote source and update files only when required.
Database cache status
Check how much postcode coverage is available locally and whether the combined area map is ready.
Update status
Review when the postcode data was last checked or updated so administrators know the state of the local dataset.
Simple Walkthrough
- Go to Settings and open Territories.
- Review the coverage map and any territories which already exist.
- Select Add Territory.
- Give the territory a clear name, optional description and colour.
- Choose Administrative Areas or GB Postal Areas.
- Load the appropriate boundaries and select the areas which belong to the territory.
- Mix administrative and postal selections where that produces the most useful coverage.
- Save the territory.
- Return to the Territory Coverage Map and visually confirm that the saved areas are correct.
- Repeat for each geographical region your organisation needs.
Building Reliable Territory Coverage
Review the map before enforcing access
Make sure the areas line up with your intended business regions before territory policy starts affecting staff visibility.
Use distinct colours
Different colours make adjoining and overlapping territories much easier to understand on the overview map.
Choose the right level of detail
Start with broad areas where possible. Use postcode districts or smaller boundaries only when the business genuinely needs that precision.
Deactivate rather than delete
When reorganising coverage, deactivation gives you a safer way to retire a territory while retaining its setup for reference.
Turning Coverage Into Access Rules
Once the territories themselves have been created and checked, use the Territory Access Policy to decide how staff teams and individual users should inherit those areas and whether the CRM should simply guide users or actively enforce access.