how to create sales territories
Give each door one owner before you cut turf
How to create sales territories is to draw one boundary, put an owner on it, and cut turf inside that cannot overlap turf already cut, so Friday has a door with one name. Knockdesk is field sales software for that boundary, and this how-to sits under the sales territory management pillar on the guides hub.
Book a Walkthrough| Job | Shared list | With a territory |
|---|---|---|
| Owner | Whoever claimed the pin | One turf, one name |
| Overlap | Two reps on the same doors | New turf cannot overlap turf already cut |
| The week | A whiteboard number | A weekly visit target on that turf |
1
Sales territory managementThe pillar this how-to sits under: plan, design, and align the area a rep owns.
2
Field sales guides hubThe index this page opens from.
- 1Draw the territory as a polygon, a circle, or a rectangle, or pick a zip, a county, or a state.
- 2Assign that territory to a team or to one field rep so turf has a route to land on.
- 3Cut turf inside the boundary by lasso, by a CSV of addresses, or from pins on the map. The lasso has to stay inside the territory.
- 4Put one vendor on the turf. Set a weekly visit target on the territory or the turf if you want a pace read.
- 5Assign the turf to one field rep. They work the pins they were given, not a shared list.
The split
A list of addresses is not a territory
How to divide sales territories is not a highlighter on a printed map. You divide by cutting turf inside a drawn territory, with a lasso that cannot overlap turf you already cut. If two crews can still claim the same household, you did not divide anything. You made a fight.
Draw first
Polygon, circle, or rectangle when you trace it. Zip, county, or state when you pick a shape.
Cut second
Lasso, a CSV of pins, or pins already on the map. Empty turf you fill later still sits inside the territory.
One vendor
One vendor on that turf. A weekly visit target from 1 to 100,000, or blank if you do not want a pace read.
The misses
Mistakes that leave two names on the same doors
The miss that wrecks Monday is cutting work before the boundary exists, then hoping a spreadsheet will refuse a second claim. A sheet will not. A second turf that sits outside the territory, or on turf already cut, is how Friday becomes a recount.
| Mistake | What you think you got | What Friday holds |
|---|---|---|
| A shared pin list | Coverage | Two reps on the same household |
| Turf with no territory | A pack for the day | No rule that blocks overlap |
| A weekly target with no owner | Pace | A number that cannot name a door |
| Assigning the territory and skipping turf | An owner | Pins that still have no pack |
Doing it in Knockdesk
Draw it, then hand a person a pack
On Knockdesk you draw the territory, cut turf inside it, and assign the pack. New turf must sit inside the territory and cannot overlap turf already cut. The cards here are a fixture: North ridge, 186 pins, 42 percent complete, Maya Chen; Harbor loop, 94 pins, 18 percent complete, Jordan Hale. That sample is not a customer map. Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
Keep going from this territory how-to
- Sales territory management pillar
How the area is planned, designed, and aligned before you draw it.
- Sales territory mapping on the desk
Draw the polygon, cut turf, and set the weekly visit target.
- Track the owner after you assign
A territory with no live shift is still a rumor on Friday.
- Set the day from the turf
The daily knock number comes from the weekly visit target on that pack.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
One Knockdesk plan: Full desk.
FAQ
Frequently asked questions
How to create sales territories that survive Friday?
How to create sales territories is to draw one boundary, cut turf inside it, put one vendor and one owner on that pack, and refuse overlap. Knockdesk is field sales software for that map.
How to divide sales territories without two crews on the same doors?
How to divide sales territories is to cut turf inside a drawn territory. A new turf has to sit inside that boundary and cannot overlap turf already cut.
What shapes can a territory use?
Polygon, circle with the Radius tool, or rectangle when you trace it. Zip, county, or state when you pick a shape. A zip is a Census ZCTA, not an official USPS route.
Does assigning a territory reassign every pin?
No. Assigning the territory to a team or one field rep routes the turf. The pins on a pack move when you assign that turf.
What is a weekly visit target?
A weekly visit target is 1 to 100,000 visits a week on the territory or the turf. Blank means no target. Ahead starts at 110 percent of the target. On track starts at 90 percent.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open. Book a walkthrough and bring the area two reps still share.
The boundary
Bring the area two reps still share.
We will draw the territory and cut turf that cannot overlap on Full desk. A free trial is not open.
Book a Walkthrough