Illustrating Territory Management
The Territory section provides an interactive map interface that allows users to visualize boundaries and associated geographical features. This map displays territories as colored regions, making it easy to understand their spatial distribution.
The upcoming sections explain how to create a territory and view details associated with it.
Creating a Territory
A territory is a defined geographical area or region that is assigned to field service resources such as technicians for service delivery. Territories are created to efficiently organizeViewing Territory
You can view the details of any territory by clicking on the records on the Territory screen. The information is grouped into Summary, Sites, Field Agents, and History sections for better clarity