Video Shorts: Territory Planning
foreign [Music] we'll Begin by looking at where we have coverage in Northern California I can select each territory to expose it on the map and here I can see gaps and even overlapping territories now let's just select one territory and display the assets on the map to see the asset density this territory only has a few assets and we can see locations with multiple assets and perhaps a parent asset and its sub-components we can also see Crews the territory as two Crews and finally we can see where our technicians are note we can expose other objects on this map through configuration now let's add another territory to the map and see the resource density there we can see more assets more technicians and Crews within the territory now perhaps we wanted to deploy field inventory locations warehouses and pick up drop-off locations to ensure our technicians have access to the parts they need at all times but where should I place my field inventory locations we have more resources in the red territory so that makes more sense but let's also make it readily accessible to the resources in the pink territory with easy access via the interstate but our organization is expanding its reach so we need to create a new territory and we can easily kick off the process by clicking the new button filling out the form we can associate an existing geography or click the pen icon to create the mapping note that we can import go Json code to build our territory Maps or Draw directly on the map including polygons here I'll continue to drag and drop to mark my territory boundaries until they're connected I can save the territory and now I see it on the map and if I need to modify it I can edit the territory and drag the points until I'm happy with the design this is a really powerful tool to support territories and territory hierarchies thanks for watching
https://www.youtube.com/watch?v=6QYuNeBHlnY