Edit and Delete
A territory type may be renamed
, or deleted
Territory type editing is handled on the Territories
Switch to edit mode
(if you are not sure how to do this check out the View and Edit Basics
Territory types have a number of properties and fields, all of which can be changed.
A territory type can be renamed
on the territory type name.
A text field will appear in which a new name for the territory type can be entered similar to the image shown below.
A territory type can also be assigned a code
on the code field as shown in the image below.
is a way to provide a shortened name for your territories, similar to what is done in the Demo
The code will be used anywhere
a territory of that type is shown in the application.
The color of a territory type is purely visual and to help easily separate one territory type from another on the map.
Changing the color is depicted in the image below.
Deleting a territory type will delete all
territories, territory assignments, houses, do not calls, and any other items associated with the territory type.
To delete a territory type, simply click
on the delete
button as depicted in the image below.
All changes made to the territory type will be saved
immediately upon completion.