1. Navigate to "Territories"
Alert: Before you begin, make sure the state where you’re creating the territory is compliant and active.
2. Click "Compliance"
3. Click "Compliant" and "Active"
Alert: Also make sure you have selected Ideal Customer Profile Data fields.
4. Click "USA Census Data"
5. Check "Ideal Customer Profile Data"
Good to go! Let's create a territory in California.
6. Click "Edit Polygons"
7. Let's "Expand" the map to see it better
8. Zoom in where you'd like to create a territory.
9. Perfect! When you get there, click "Start Drawing"
10. Click the purple polygons to select them
Tip: each polygon represents a ZIP Code!
11. They will turn red as you select
12. After you select all ZIP Codes of the new territory, click "Merge"
13. Give the new territory a name
14. Click "Continue"
15. Territory merged, now click "Save"
That's it! Your first territory was created and can already be seen by candidates and consultants 🥳
16. To see the territory's demographic data, click on it and a pop-up will appear
Need More Help? We’re Here for You
At Franchise Frameworks, we are personally committed to making your experience as smooth as possible, so should you ever need any guidance or have feedback, we are all ears! Simply reach us via 📧 email: support@franchiseframeworks.com
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