Reassigning regions on the map to existing territories
You can select both assigned and unassigned geographic regions on the map and add them to existing territories. This will modify the rules for your existing territory to include these new regions.
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 that contains territories you want to edit 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.
Geo region is the default map view. You can also click on on the drop down menu option on the top left corner of the map to make the selection.
The geographic region view lets you select individual geographic regions (depending on your selected geographic level).
Use your preferred selection tool to select a geographic region on the map:
Icon
Tool name
Select geographic regions
Clear selections
Pointer
Click the pointer icon.
Click a geographic region to select it.
Repeat step 2 to select as many geographic regions as required.
There are three ways to clear your selections:
Click the selected geographic region again to clear that selection.
Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Lasso
Click the lasso icon.
Tip
You can use the drop-down on the lasso icon to only select geographic regions that are assigned or unassigned.
Click the Add to selection icon
.Draw a polygon on the map through the geographic regions you want to select (click on the map to start drawing and click again to change direction).
When you're ready to close your polygon, hover your mouse over a corner where your lines intersect, and then click to close the shape.
All geographic regions within or touching your polygon shape are selected.
There are three ways to clear your selections:
Click the Remove from selection icon
, and then draw a polygon through your selected geographic regions to clear the selection.Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Do one of the following:
Right-click on the map, and click Reassign geographic region(s).
Click
→ Reassign geography region(s).
From the drop-down, select the territory you want to add your selected regions to.
Click Reassign.