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Managing territory groups

You can create and edit territory groups directly in the Manage version of your plan. As an admin, you can address team ownership changes throughout the year by creating new territory groups or editing existing ones as needed.

To manage territory groups:

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Switch the toggle to Manage.

  3. On the battle card canvas, choose a battle card, and then click Manage.

  4. Hover over the territory group type or territory group pill where you want to create your territory group or edit one, and then click the Add territory group Screenshot_2025-06-13_at_1_04_24_AM.png icon or the Edit Screenshot_2025-06-13_at_1_06_23_AM.png icon as desired.

    Note

    You can't create a territory group under a territory group that already has territories added to it.

  5. Enter or update the parameters in the Add territory group or Edit territory group dialogues as desired.

  6. Click either Add or Update depending on if you are adding a new territory group or editing an existing one.