Help Center

Explore the help center to get yourself started or learn how to get the most out of Territory Helper.

Edit a Territory Outline

Editing a territory's shape is done specifically in the Territories page. Switch to edit mode (if you are not sure how to do this check out the View and Edit Basics guide).

Select the territory you would like to edit by clicking on it. It will look like the territory below if the territory is not locked.

Changing the Territory's Outline

Click and drag the opaque white circle handle as highlighted below.
You can now move this point in your territory outline anywhere as shown below. You never need to save; all changes are saved immediatly.

Adding a Point

Your territory outline also has handles that are semi-transparent between every solid handle. Clicking on these points will add a point to your territory's outline as shown below.
You can repeat this as much as nessessary to get your desired outline similar to the illustration below.

Deleting a Point

Simply right clicking on a opaque handle will delete a point in the polygon.