Territory routers assign records to members according to geographic territories that you’ve defined. Territory boundaries can be defined using a combination of countries, states, postal codes, latitude/longitude, and more. Each territory can be assigned to one or more members.
Here are some common use cases for territory routers:
- Assigning Accounts to traveling sales reps based on geographic territories to reduce traveling expense.
- Assigning Leads to a remote sales team based on the region in which they live.
- Assigning support cases to technicians based on the region they manage.
See our territory management feature page for more information.
Defining Territories
You’ll need to define your territories before they can be used to assign records. See Creating Territories for step-by-step instructions on how to create territories.
Assigning Territories
Next you’ll need to assign each territory to one or more users. See Assigning Territories for step-by-step instructions.
Create New Router
In the previous steps we created territories and assigned them to users. However, records will not be assigned based on these territories until we’ve created a territory router. Let’s step through the process of creating a territory router together:
- Select Kubaru from the App Launcher menu.
- Click the Kubaru Console tab (if not already selected).
- Click the New Router button.
- Enter a name for your router (e.g. “Canada Prospects”).
- Select “Territory Assignment” as the Assignment Method.
- Select the Object that you’d like to assign (e.g. “Lead”).
- Select the Assignee Field that Kubaru should update. This will default to the Owner Id–but you can choose any user lookup field for assignment. See Assignee Field for more info.
- Select the Priority for your router. See the Prioritizing Your Router article for more information.
- (Optional) the following additional settings can be modified for territory routers:
| SETTINGS | DESCRIPTION |
|---|---|
| Notification Settings | You can disable email, mobile, and/or desktop notifications for the router. See Assignment Notifications for more information. |
| Assign When Unavailable | Enabling this will assign records to territory owners even if their status is “unavailable”. |
| Assign When Out Of Office | Enabling this will assign records to territory owners even if they are out of office. |
| Distribution Schedule | Select a distribution schedule to pause the router during non-working hours. See Distribution Schedules for more information. |
| Holiday Schedule | Select a holiday schedule if you want to pause the router on holidays. See Holiday Schedules for more information. |
| Overflow Behavior | Decide what happens with records that can’t be assigned by the router. See Overflow Behavior for more information. |
| Reimbursement | Reimburse users for records that are reassigned or rejected. See Reimbursement for more information. |
| Notify of Unworked Records | Designate one or more email addresses to notify if records go unworked for X minutes. See Unworked Record Notifications for more information. |
| Reassign Unworked Records | Reassign records that go unworked for X minutes to a user or queue. See Reassignment for more information. |
| Track Response Time | Track the number of minutes it takes users to respond to leads for reporting purposes. See Tracking Response Time for more information. |
| Enable Assignment Matching | Configure settings to ensure similar records are assigned to the same user. See Assignment Matching for more information. |
- Click Save. Note: your router is not active yet–you still need to complete some additional steps before it will assign records.
Connect Queue(s)
Routers assign records from your queues to users. You’ll need to connect at least one queue before you can activate your router. See the Connecting Queue(s) article for step-by-step instructions for creating and connecting queues.
Add Filters
Filters can be added to limit which records from your connected queue(s) get assigned. See the Adding Filters article for step-by-step instructions for adding filters.
Note: it’s not necessary to include territory boundaries as filters. If a record does not match a defined territory, it will not be assigned by the territory router.
Add Members
You’ll need to add at least one member before you can activate your router. See Adding Members for step-by-step instructions on how to add members.
When defining auto-sync criteria for members, you’ll see a special filter for Has Kubaru Territory Assigned. Selecting this and setting the operator to yes will automatically add every user with an assigned territory to the router. This eliminates the need to manually add/remove users from territory routers.
Assignment Queue
The Assignment Queue related list on your territory router displays each of the router members and their associated territories. Note that it’s not necessary to associate territories with your territory router–this happens automatically based on the members you add.
Test Your Router
Click the Test Router button to see what records qualify to be assigned by your router. See Testing Your Router for more information.
Activate Your Router
Click the Activate Router button to activate your router. See the Activating Your Router article for more information.