Territory Building and Management
4 min
Overview
Territories defines where your reps work. Territories are easy to set up based on state, county, ZIP code, radius, or custom-drawn, and simple to adjust to support changes in your strategy and team structure. Paired with Strategies, it is the backbone of how MedScout surfaces the right opportunities to your reps.
Key Capabilities
Good to Know
- Boundary type mixing is limited to state + county + ZIP code combinations. Radius and custom-drawn boundaries cannot be combined with others.
- One primary territory per rep: while a rep can have multiple territories assigned, only one of them can be primary.
- Primary designation on creation: if you check Make primary territory when creating a new territory for a rep who already has a primary, the new territory will be created and assigned but not set as primary. Change the primary designation separately.
- Delete confirmation: deleting a territory requires typing DELETE in the confirmation pop-up. This action cannot be undone.
- Immediate effect: assignment and boundary changes take effect immediately for downstream workflows like Discovery and Analytics.
- No roll-ups: territories cannot be combined into regions or organized into folders.
Additional Resources
- [Link to relevant Getting Started articles]
- [Link to video walkthrough]
- [Link to relevant FAQs]