Territories
Create territories, auto-assign them to records, calculate aggregate metrics, and view demographics. With a geo-library of ZIP codes, counties, and census areas and real-time assignment to any CRM object.
Draw and auto-assign territories are included in the Pro and Enterprise plans. See pricing
A territory is a map shape made of one or more polygons. You use territories for two things.
Records from any object, including custom objects, are assigned to territories based on their location. How assignment works
Display territory data fields and color territories by their numeric fields (metrics). About data fields
Five ways
Draw territories manually, one by one, right on the map.
Build a territory from pre-loaded areas in the geo-library, like ZIP codes or counties.
Create many territories at once from the geo-library, for example one per selected county.
Upload shapes from KML, KMZ, GeoJSON, or ESRI Shapefile files.
Use Mapsly automation to create territories and change their color, fields, and geometry.
Auto-assignment
When a record is imported from your CRM or its location changes, Mapsly immediately assigns it to every territory it falls inside. Assignment can trigger Mapsly workflows, for example to assign the record to a sales rep.
Assigned territories appear in the Territory field of every Mapsly object, so you can filter maps and tables by them. You can also save assigned territories back to your CRM, per object, to report or trigger workflows there.
It takes 15–20 seconds from import to assigning a record and saving its territories back to the CRM.
Configure automatic assignment
Data fields & metrics
Show data fields in territory names and map popups. Numeric fields (metrics) can color territories on a configurable scale.
Calculated automatically from the records inside the territory: a record count, or the SUM, MAX, MIN, or AVG of any field.
Pre-loaded US Census Bureau data for territories built from census-based areas such as ZIP code tabulation areas, counties, census tracts, and block groups.
A field you fill in per territory: by hand, through Mapsly automation, or from an imported file.
Territory groups
Every territory belongs to a group, the same way a map layer belongs to a layer group. Each group (except Default) sets:
Color, naming template, internal boundaries for composite territories, and whether component area names show. Override any of them per territory.
Which fields every territory in the group has, their types, and how aggregate metrics are calculated.
Share the group with specific users, user profiles, or make it public to everyone in your Mapsly organization.
Share a map with preconfigured territories by link, embed it in a website, portal, or dashboard, or send it by email. Sharing and embedding maps
Customer story
By eliminating manual route planning, tool-hopping, and error-prone communication, FELFEL streamlined nationwide fridge maintenance, emergency responses, and field coordination.
Read the storyStrategies from high-performing field teams to save hours, capture perfect data, and deliver more visits every day.
Start a free 14-day trial of the full platform, or let a solution engineer build a proof of concept for your team.
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