Creating Territories

Territory routers can assign records based on the geographic territories you define. Territories can be defined based on countries, states, zip/postal codes, and other boundaries.

Follow these steps to define a new territory:

  1. Select Kubaru from the App Launcher menu.
  2. Click the Territories tab in the navigation menu.
  3. Click on a Territory Group.
  4. Click the New Territory button.
  5. Enter a name in the Territory Name field (e.g., “US Midwest”).
  6. (Optional) Change the Evaluation Order. Note: records are evaluated against territories in order starting with 1.
  7. Select one of the following Territory Type options:
TERRITORY TYPEDESCRIPTION
CountriesDefine territory boundaries based on countries. For example, you might create a territory named “Scandinavia” that includes the countries of Sweden, Norway, and Denmark.
StatesDefine territory boundaries based on states. For example, you might create a territory named “New England” that includes Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
Zip/Postal CodesDefine territory boundaries based on zip/postal codes. For example, you might create a territory named “Downtown Chicago” that includes 60601, 60602, 60603, and 60604.

Tip: use an asterisk (*) as a wildcard to simplify zip/postal codes entries. For example, entering ‘970*’ will match any zip/postal code starting with 970 (e.g., 97006, 97020, etc.).
OtherDefine territory boundaries based on any other standard or custom field (e.g., county, city, etc.).

Note: See Territory Object Mappings for instructions on how to map “Other” to a specific field.
MixedDefine territory boundaries based on any combination of the above.

Note: This option is only visible if you have enabled Use AND Logic For Territory Boundaries (beta). This setting can be found in Admin > Settings > Advanced > Beta Features.
  1. Enter one or more values in the CountriesStates,  Zip/Postal Code, and/or Other fields. You can enter multiple values separated by a comma or a line break.
  2. Click Add Members to select one or more users to assign to the territory.
  3. Click Save.
Create a new territory.

Things to keep in mind

  • Commas are used to separate different territory boundaries (e.g., “Oregon, Washington, California”). To enter a territory boundary that includes a comma (e.g., “Washington, DC”), you can type a backslash before the comma (e.g., “Washington\, DC”).
  • You can edit territories in MS Excel using the import/export feature.
  • You can enable the Territory Geolocation feature to define territory boundaries using latitude and longitude coordinates.
  • Any territories that you create will automatically be synced into a skill group called “Kubaru Territories”, which can be used in your skill-based routers.
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