Use Buckets to define territory segments

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Use the bucket option to manually create empty segments (territories) and populate them by assigning geographic data.

  1. Define territory segments.

  2. In the Manage segments window, select Bucket.

  3. Enter a name for your first territory segment (for example, Central).

  4. Click Add segment to add the segment.

  5. Repeat steps 2 and 3 for all the territory segments you plan to create (for example, West, East).

  6. Once all segments are listed, click Confirm.

  7. Manually add or remove geographic areas to customize the territories.

    A gif showing how to create buckets for map-based territories.