This guide explains how to add a new Territory to your Wingmate Pipeline.
What are Territories in Wingmate
Territories organize your Leads geographically by allowing you to define and mark each area directly on a map. This is an excellent tool for tracking regional assignments within your Wingmate Pipeline, ensuring clear oversight. Whenever a Lead's location falls within a Territories' boundaries, it is automatically tagged in the Territory, which is shown on the Lead Details page.
How to add Territories in Wingmate
Step 1: Navigating to the Admin Console
From the dashboard view(s), open the side navigation menu and click on "Admin Console."
Step 2: In the Admin Console, Select "Territories"
Pressing this button will take you to the Territories screen.
Don't see this option in your page? You need to enable the Territories add-on in order to see this option. Please Contact our team to enable this add-on: https://wingmateapp.com/contact
Step 3: Click on the Draw Button to Start Drawing
Click on the area button in the bottom right corner of the map.
Step 4: Start drawing a Territory on the Map
Click on the map to start drawing your Territory, continue to click to draw edges of your Territory, when complete, click on the original point to end the drawing.
Step 5: Write a Name and Save!
Give your Territory a name, description and Owner of the territory. When you're ready, click 'Save Territory'.
Troubleshooting
If you encounter an error creating a Territory, please contact Wingmate Support