MaptiveIQ - How to use the Territory Drawing Tool

The Territory Tool allows you to create territories in a number of ways.

You can select a set of boundaries from a boundary group like zip/postal codes
Draw territories by clicking on the map
Auto generate them based on your data
Use Territories already in your data (See Boundary Tool)

You can also learn how to

Open the Territory Tool

Step 1: Open Map Tools.

Step 2: Click on the Territories Tool.

Create Territories Manually

Step 1: Make sure Select Action is set to Create Territories

Step 2: In the Select Territories dropdown select Create Territories Manually

Step 3: In the Manual Method choose which method you want to use.

For Selection continue below

For Drawing jump down to Method 2: Draw a Territory

Method 1: Create a Territory by Selecting Boundaries

Step 1: Select either Boundaries or Territories

Step 2: For Boundaries you can select from a list of boundaries that are part of Maptive. For Territories you can select from other territory groups you have created.

Step 3: Enter the Name of your Territory group. Most of the time you will have multiple territories in one territory group. So you might want to name it something like "Sales Territories 2026" or "Territories in New York" that you will recognize later it if you want to add them to another map

Step 4: Click Create Territory Group

This will create your territory group, which will be listed in Boundary/Territory Tool (A). and it will display instructions on the right (B). It will also add the boundary or territory group to the map and open the Boundary Selection Tool window with On Click Selected.

Step 5: You can select from On Click, On Hover, or Lasso Tool. Each option is explained below

Step 6: Click Start in that window to start drawing your first territory.

Step 7: Select the boundaries you want to add to the Territory

For On Click

Step 8: Click on the first boundary you want to add

Step 9: Click the next boundary

Step 10: Click the final boundary

For On Hover

Step 8: Click on the first boundary you want to add

Step 9: Hover the cursor over the next boundary

Step 10: Hover the cursor over the final boundary and click again to stop the hover affect.

Note: you can repeat steps 8-10 multiple times to add multiple unconnected areas

For Lasso Tool

Option 5A: Before clicking Start you can select Full Boundaries Only, which will only select boundaries that are 100% inside of the area you draw or Full and Partial Boundaries which will select every boundary that has any part inside the are you draw

Step 8: Draw your lasso area

Step 8A: Click the map to start drawing your polygon.

Step 8B: Click the map multiple times to add additional points to the polygon outline.

Step 8C: Click the starting point or double click the map to complete the shape.

Step 9: The boundaries that fall within the lasso area will get highlighted

Step 10: You can reset the and start over at Step 8 if it did not select the correct boundaries

Step 11: Click Save

After hitting save a popup will appear

Step 12: Name your Territory

Option A: Change the color of the Territory

Option B: Change the transparency of the fill color

Step 13: Click Save and Create Another if you want to save and jump straight to Step 5 again to create your next territory. Click Save if you want to save this Territory and don't need to create another one.

After saving the completed Territory will be added to the Territory Group (A) and display on the screen (B)

Method 2: Draw a Territory

After selecting to Create Territories Manually

Step 1: Enter the Name of your Territory group. Most of the time you will have multiple territories in one territory group. So you might want to name it something like "Sales Territories 2026" or "Territories in New York" that you will recognize later it if you want to add them to another map

Step 2: Click Create Territory Group

This will create your territory group, which will be listed in Boundary/Territory Tool (A). and it will display instructions on the right (B). It will also open the Edit Territory Group window with Draw Selected.

Step 3: Click Start in that window to start drawing your first territory.

Step 4: Draw your territory

Step 4A: Click the map to start drawing your polygon.

Step 4B: Click the map multiple times to add additional points to the polygon outline.

Step 4C: Click the starting point or double click the map to complete the shape.

Step 4D: Click the Save button after your drawing is finished.

After hitting save a popup will appear

Step 5: Name your Territory

Option A: Change the color of the Territory

Option B: Change the transparency of the fill color

Step 5: Click Save and Create Another if you want to save and jump straight to Step 3 again to draw your next territory. Click Save if you want to save this Territory and don't need to draw another one

Method 3: Automatically Generate Territories Based on Your Data

Instructions for this are located here

How to Edit a Territory Shape

You can edit an individual territory via the same methods as covered above along with one addition method Drag and Drop for simple shapes. To edit the shape of a territory

Step 1: Either click on the territory or click on the 3 dot menu next to the listing in the tool.

Step 2: For Drawing or Drag and Drop select Edit Territory

Step 3: For Selection using boundaries select Advanced Edit

Edit Method: Drag and Drop

The Edit Method lets you drag and drop the points of your Territory. Note that this method is often not available if you created your territory from other boundaries as it will have too many points for editing to be feasible.

Option A: The bright white dots are the points of your current territory. You can drag them to change your territory

Option B: The paler white dots are points in the center of your lines that are not actually part of your shape until you drag them. Then they are added to your shape and two new points will appear on the 2 new lines that were created by adding a point.

Option C: If you click on any of the bright white dots and X will appear next to them. You can use these to remove that point.

Save: After making any change you can click Save to save your territory

Edit Method: Drawing

The Draw Method lets you draw a shape that you can then choose to either add or subtract from your current territory

Step 1: Make sure you change the method to Draw and click Start

Step 2: Draw the area you want to add or remove from your current territory. A) follow the instructions here if you don't know how to draw a shape

Step 3: Click Save

This will bring up a new popup with 3 options.

Step 4: Select an option

Option A: Add the drawn area to an existing territory - This will combine the new area drawn with an existing territory. You don't need to worry about overlap. Any overlapping area will still remain in the territory.

Option B: Remove the drawn area from an existing territory - This will remove any part of an existing territory that overlaps with the area that you have drawn.

Option C: Reassign the drawn area between territories- This will add the drawn area to an existing territory, but at the same time it will remove the drawn area from any other territories it may overlap with.

Step 5: Click Done.

In this case I choose Option A so the drawn area was added to the existing area

Edit Method: Selection

The Selection Method lets you select boundaries and choose to either add or subtract them from your current territory

Step 1: Make sure you change the method to Selection.

Step 2: Follow Steps 1 - 11 from creating a new boundary by selection here

Step 3: After hitting Save on Step 11 a different popup will appear