Sales Territories

Territories let you divide your service area into geographic zones and assign reps to each zone. When a new lead comes in, CE Pro checks the address and routes it to the rep who covers that area. Go to Team --> Territories to set up your zones.

Why Use Territories

• Faster response times. Leads go directly to the rep closest to the job site.
• Clear ownership. Each rep knows exactly which area they cover. No overlap, no confusion.
• Better analytics. See revenue and close rates broken down by territory in the Geography analytics view.

Create a Territory

1. Go to Team --> Territories.
2. Click the Add Territory button.
3. Fill in the territory details:

• Name — A descriptive name for the zone (e.g., "North Metro" or "Downtown").
• Geographic Area — Define the area by ZIP codes, city names, or county boundaries.

1. Click Save.

The territory appears in the list. It has no rep assigned yet.

Assign a Rep to a Territory

1. Find the territory in the list.
2. Click the Assign Rep button or the rep dropdown.
3. Select a team member from the dropdown. Only users with the Sales Rep, Manager, or Owner role appear in the list.
4. The assignment saves automatically.

A single rep can cover multiple territories. A territory can only have one primary rep assigned.

How Lead Routing Works

When a new lead enters CE Pro — through the customer portal, an integration, or manual entry — the system checks the lead's address against your defined territories.

1. The address is matched to a territory based on ZIP code or city.
2. The rep assigned to that territory receives the lead.
3. If no territory matches, the lead goes to the default queue for manual assignment.

Tip: Make sure your territories cover your entire service area. Gaps mean leads fall into the unassigned queue and may get delayed.

Edit or Delete a Territory

• Edit: Click the territory name to open it. Change the name, geographic area, or assigned rep. Click Save.
• Delete: Click the Delete button on the territory row. Confirm the deletion. Existing leads assigned through this territory keep their current rep. Future leads for that area go to the unassigned queue.

Tips

• Name territories after recognizable areas your team already uses. "South Side" is better than "Territory 3."
• Review territory assignments when you hire or lose a rep. Uncovered territories mean missed leads.
• Use the Geography analytics view to compare performance across territories and spot imbalances.