how to draw a territory in knockdesk
Draw the territory before you cut turf
How to draw a territory in Knockdesk is a boundary you save before anyone cuts turf. Knockdesk is field sales software. On Canvass, open Create Territory, enter a Name, pick a Draw Type, then save the shape.
Book a Walkthrough- 1Open Canvass. Use the pencil control labeled Create territory or turf, then choose Create Territory.
- 2Enter a Name. The territory will not save without one.
- 3Pick a Draw Type: Polygon, Radius, Rectangle, State, County, or Zip.
- 4For Polygon, click at least three points and click near the first point to close the shape. For Radius, click the center, then click to set the radius. For Rectangle, click two corners.
- 5For State or County, search and select one or more areas. For Zip, search and select one zip code. The boundary preview appears on the map.
- 6Save the territory. Open Assign when a team or a field rep should hold it.
The boundary
A pin is not a territory
Create Territory on Canvass is the first area a rep can hold. Radius is the circle tool. Zip takes one zip code. State and County take one or more shapes. Until that boundary is saved, turf has nowhere to sit, and Friday's number has no edge.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
After the territory is saved
- Knockdesk help center
The rest of the task list after the first boundary.
- Knockdesk pricing
The desk that holds the territory you just drew.
- Sales territory mapping
The feature page for the territory and the turf inside it.
- How to cut turf with the lasso
The next cut, inside the boundary you saved.
FAQ
Frequently asked questions
How do I draw a territory in Knockdesk?
Open Canvass, choose Create Territory, enter a Name, pick a Draw Type, draw or search the area, then save.
What is Create Territory on Canvass?
Create Territory on Canvass is the pencil control that starts a new boundary. It is not the same as Create Turf.
What Draw Types can I use?
Polygon, Radius, Rectangle, State, County, or Zip. Zip is one zip code. State and County can be one or more.
Does saving a territory assign every pin?
No. Assign routes the territory to a team or a field rep. It does not, by itself, reassign every pin.
Can I change the boundary later?
Yes. Open the territory and use Edit boundary when the shape needs to move.
The first area
Bring the area you want drawn.
We will open Create Territory on the walkthrough and save the first boundary so turf has an edge.
Book a Walkthrough