Adding territories using customer accounts on the map
You can create a territory with only override accounts by selecting unassigned accounts on the map and creating a new territory. This means that the territory will not have any base rules and will only be defined by override rules.
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card to which you want to add territories using the map.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
Depending on which map you opened in your previous session, you'll be taken to either the Geographies map or the Customer accounts map.
Select the Account view from the dropdown menu in the top-left corner of the map.
This lets you select individual accounts.
Select accounts that are not assigned to an existing territory.
Click + → Create new territory.
Enter a territory group, territory ID and territory name.
Note
The territory ID must be unique within the current planning cycle.
Click Create territory.
The accounts will be assigned a color indicating they are now part of a newly created territory. You can view the new territory in the rule builder as well.