How to Create Regions & Areas
- Support Rep (Unlicensed)
To be able to start
Creating a Region
Go to the “Market Area/Regions” tab on the left-hand side of the screen and click on “Create/Edit Regions.”
Click on the blue button on the top of the page that says “New Region”
Enter all the information and click on the green “Draw” button and delineate the region bounds on the map.
Click on the blue button that says “Save” and click “Yes” on the pop-up.
Creating Areas
Go to the “Market Area/Regions” tab on the left-hand side of the screen and click on “Create/Edit Areas.”
Click on the blue button on the top of the page that says “New Area”
Enter all the information and click on the green “Draw” button and delineate the area bounds on the map.
Click on the blue button that says “Save” and click “Yes” on the pop-up.
You can now click on the area’s three-dot button to view all the details and to manage tasks for the area.
Pro Tip: In order to view the area, make sure you click on the corresponding region on the drop-down button at the top left-hand side of the screen.
