Meta Description: Learn how to define and assign geographic areas to territories in Fullcast using map-based rules, templates, SmartMap, and advanced map interface options.

Tags:

Product/module: Fullcast, Territory Design
Feature type: Configuration, Workflow
Audience: Admin, Revops

Introduction

This guide is for administrators and revenue operations professionals who need to create geographic sales territories within Fullcast. It explains how to set up map-based territory rules, define segments, assign specific geographic areas (like countries, states, or postal codes), and utilize various map tools to refine and analyze your territories. This allows for precise and visual territory definition, ensuring clear ownership and optimized coverage.

Set up your map hierarchy

To begin creating geographic territories, you first need to establish a map-based hierarchy within your chosen plan.

Navigate to your desired plan. On the Territories tile, click Manage Accounts.
Select the parent node in your territory hierarchy under which you want to create map-based child territories.
Click the hierarchy options menu (⠇) and select Add Hierarchy.
In the configuration window, choose Geography.
Decide how you want to handle account families <<LINK>>
Click Next.

Selecting the Geography type for the new hierarchy.)

Define territory segments

Once the map hierarchy is initiated, you'll choose a method to define your territory segments. Fullcast offers several approaches on the next screen under Manage segments, including Bucket, SmartMap, and Template.

Select the method that best suits your needs. The following subsections describe these common options.

Using the bucket method

The bucket method allows you to manually create empty segments (territories) which you will then populate by assigning geographic data.

Select Bucket.
Enter a name for your first territory segment (for example, "Central").
Click the plus (+) button to add the segment.
Repeat steps 2 and 3 for all the territory segments you plan to create (for example, "West," "East").
Once all segments are listed, click Confirm. You will then proceed to a map view to manually assign geographic areas (see "Assign geographic areas to territories" below).

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Adding territory segments using the bucket method.

Using a template

The Template option provides a quick start by using pre-defined, commonly used geographic territory structures.

Select Template.
From the drop down labeled Pick a template, choose from the available templates.
Click Confirm.
(Image: Screenshot showing a selection of map templates. Caption: Figure 3. Selecting a pre-defined map template.)
This will create territories based on the template's design. You can then further customize these template-based territories by manually adding or removing geographic areas as described in the "Assign geographic areas to territories" section.

Using SmartMap

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BETA FUNCTIONALITY

SmartMap is currently beta functionality. Features and behavior may change in future releases.

SmartMap helps you automatically generate a specified number of territories, balanced according to a metric you select.

Select SmartMap.
Specify the number of territories you want the system to create.
Select a metric to balance these territories on (for example, number of accounts, total revenue).
Click Confirm.
(Image: Screenshot of the SmartMap configuration screen, showing fields for number of territories and metric selection. Caption: Figure 4. Configuring SmartMap options.)
Fullcast will then attempt to create the territories with the geographic assignments automatically balanced based on your criteria. You can make adjustments afterward using the manual assignment methods if needed.

Assign geographic areas to territories (for bucket method and template edits)

If you used the bucket method, or if you want to edit territories created from a template, you will use the interactive map to assign or modify geographic areas.

1. Navigate and explore the map

Before assigning areas, familiarize yourself with map navigation:

Select a segment: At the bottom of the screen, click on the colored bar or name representing the territory segment you want to work with (for example, click on the "Central" territory bar). This activates the segment for assignments.
Search for a location:
1. Find the Search bar on the map interface.
2. Type the name of a country, state, city, or postal code.
3. A list of matching localities will appear. Select the desired one to focus the map on that area.
  (Image: Screenshot of the map interface highlighting the search bar and a search result. Caption: Figure 5. Using the search bar to find a location.)
Adjust map view and data granularity:
- Visual Zoom: Use your mouse zoom scroll wheel to magnify or reduce your visual view of the map. This allows you to see more detail but does not change the underlying geographic boundaries (like states or postal codes) available for selection, unless Auto zoom is enabled (see "Utilize additional map options" below).
- Change Boundary Data Levels (Granularity): To work with different types of geographic boundaries (for example, to switch from selecting states to selecting postal codes):
  1. First, click on a country or a general area on the map. This activates the geographic area indicator at the top of the map interface (which might display the name of the broadest active geography, such as "United States") active.
  2. Click this geographic area indicator. A drop-down menu labeled Map Zoom Level will appear.
  3. From this drop-down, select the desired boundary data level you want to work with (for example, Country, State, 2-digit zip, 5-digit zip). The map will refresh to show these new boundary lines, making them available for selection.
    (Image: Screenshot highlighting the geographic area indicator and its drop-down menu showing boundary level options like State, 2-digit zip, 5-digit zip. Caption: Figure 6. Selecting the boundary data level.)

2. Assign areas using point and click

This method is best for assigning distinct, individual areas like states or specific postal codes.

Ensure the desired territory segment is selected by clicking the corresponding bar at the bottom of the map.
Select the correct boundary data level (for example, State or 5-digit zip) using the geographic area indicator and its drop-down menu, as described above.
Click directly on the geographic areas (for example, states or postal code areas) on the map that you want to assign to the selected segment.
Selected areas will highlight in the color associated with the active segment.
(Insert “POINT TO ALLOCATE” Gif – Screenshot of a map with a segment selected and a few states/zip codes highlighted by clicking, after setting the correct boundary level. Caption: Figure 7. Assigning states to the 'Central' territory by clicking.)

3. Assign areas by drawing a polygon

This technique is useful for selecting a custom-shaped cluster of geographic areas.

Ensure the desired territory segment is selected, by clicking the corresponding bar at the bottom of the map.
Select the correct boundary data level (for example, State or 5-digit zip) using the geographic area indicator and its drop-down menu.
Click the Draw drop-down menu located on the map interface.
Select Polygon from the options.
On the map, click at the starting point of your desired selection.
Continue clicking to define the corners (vertices) of your polygon, outlining the area you wish to select.
To complete the polygon and select the areas within it, click back on your original starting point (or double-click the last point, depending on the UI).
All geographic areas within the drawn polygon at the selected boundary level will be assigned to the active segment.
INSERT GIF - POLYGON (Image: Screenshot of a map showing a polygon being drawn across several zip codes. Caption: Figure 9. Drawing a polygon to select multiple zip codes.)

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FYI: Overlapping selections

If your selection (via point-and-click, polygon, or radius) includes an area already assigned to a different territory, the system will prompt you to confirm whether you want to reassign it or exclude it from your current selection.

4. Assign areas by drawing a radius

This method allows you to select all geographic areas within a circular range from a central point.

Ensure the desired territory segment is selected, by clicking the corresponding bar at the bottom of the map.
Select the correct boundary data level using the geographic area indicator and its drop-down menu.
Click the Draw drop-down menu on the map interface.
Select Radius from the options.
Click on the map where you want the center of your circular selection to be.
Drag your mouse outwards to define the radius of the circle.
Click again to finalize the circle.
All geographic areas falling within the defined radius at the selected boundary level will be assigned to the active segment.
(Image: Screenshot of a map showing a circular radius selection. Caption: Figure 11. Defining a territory using the radius tool.)

Utilize additional map options

The map interface includes a more (⠇) menu, typically located in the upper right corner, offering additional tools to analyze and manage your map-based territories.

Apply map metrics

This feature allows you to overlay metric data onto your map for visual analysis.

Click the more (⠇) menu and select Apply Map Metrics.
A modal window will appear. On the left side, you'll see Metrics. On the right, you'll find drop-target boxes, labeled Heat map and Additional Metrics.
Drag and drop desired metrics from the left panel into these boxes:
- Heat map: Assigning a metric here will display a grayscale heat map on your geographic territories, visualizing the concentration of that metric. The territory indicator bar at the bottom of the map will also show a percentage or value for that metric within the selected segment.
- Additional Metrics: Metrics placed here will appear in a pop-up box when you hover your mouse over a geographic area on the map.
Click Apply in the modal.
(Image: Screenshot of the 'Apply Map Metrics' modal, showing draggable metrics and target boxes for Heat map/Additional Metrics. Caption: Figure 12. Configuring map metrics.)
This helps in understanding data distribution, potentially aiding in balancing territories or identifying areas of interest.

Show unassigned accounts

This option helps you quickly identify geographic areas that contain accounts but have not yet been assigned to any territory segment.

Click the more (⠇) menu and select Show unassigned accounts. This typically acts as a toggle.
When enabled, the map will display indicators (for example, pink boxes or highlights) over any geographic locale where unassigned accounts are present.
This visual cue signals that these areas need to be allocated to a territory bucket to ensure complete coverage.
(Image: Screenshot of a map with pink boxes indicating areas with unassigned accounts. Caption: Figure 13. Visualizing unassigned accounts on the map.)

Auto zoom

The Auto zoom feature links your scroll wheel's visual zoom action directly to changes in the map's boundary data levels.

Click the more (⠇) menu and select Auto zoom. This is usually a toggle option.
When Auto zoom is enabled:
- Zooming in with your scroll wheel will progressively change the boundary levels to more granular views (for example, from State to 2-digit zip, then to 5-digit zip).
- Zooming out will revert to broader boundary levels.
When disabled (default), the scroll wheel only controls visual magnification, and boundary levels must be changed manually via the geographic area indicator.

Export map data

This option allows you to save an image of your current map view.

Click the more (⠇) menu and select Export map data.
The system will generate a PNG image file of what is currently visible on your screen within the map area.

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Export limitations

The exported map image provides a direct visual representation of the map. Note that it focuses on the geographic display and does not include the heat map legend, the territory segment bar, or metric values displayed on hover or outside the main map area within the interface.

Save your territory assignments

After assigning geographic areas to all your segments and utilizing any desired map options:

Click the Save button (usually located in the top right or bottom of the map interface).
You may be asked to confirm if you want to create child nodes from the parent node based on these assignments. Confirm if this aligns with your hierarchy plan.
Your geographic territories are now created and saved.

Identify non-standard postal codes (PO Boxes)

Fullcast can help identify non-standard postal codes, such as those assigned exclusively to PO Boxes.

After creating your territories, select a territory segment that has geographic areas assigned.
Ensure you are on the Map tab or view for that territory.
Using the geographic area indicator and its drop-down menu, select a granular boundary level, such as 5-digit zip.
Use the visual zoom (scroll wheel or Auto zoom) to zoom into an area on the map if needed.
Look for unique icons (for example, an icon resembling a house with "Zip" written on it) that differentiate these non-standard postal codes from regular ones.
(Image: Screenshot of a map zoomed to 5-digit zip level, showing a distinct icon for a PO Box zip code. Caption: Figure 14. Example of a non-standard postal code icon for a PO Box.)