Territory Management

Optimize your sales territories fast with live CRM data and AI

Adjust org design and account assignments. Calculate the impact instantly.

Auto Optimization

How optimization can automatically balance accounts and pipeline and show you the changes

Instantly balance territories by any combination of metrics.

Geo Territories

Territories can visualize your boundaries at the zip code level

Create optimized territories for states, counties and zip codes.

Powerfully Simple

Drag and drop accounts

Change account assignments with a simple drag-and-drop board.

Territory Management Video

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