This guide explains how to assign a Territory to a user in your Wingmate Pipeline. Assigning Territories allows you to assign specific team members to be responsible for each region, these default owners will be assigned automatically to any Lead in the Territory.
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 Assign 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 ellipsis next to a Territory, and select "Edit"
Click on the button "Click here to assign territory owners"
Step 4: Select a User to be the Territory Owner
Select the user or users to be Territory owners and click the "Update Territory" button to save your changes.
Step 5: Press 'Save Territory'
Make sure to press 'Save Territory' to save your changes. Once done, your changes will be reflected immediately and any new Lead will be assigned to that owner!
Troubleshooting
If you encounter an error creating a Territory, please contact Wingmate Support