Territory Management

Client assignment
by geographic areas.

Choose the method that best fits your operations. From drawing on a map to importing an Excel file, assigning portfolios to your reps has never been faster.

Visual Multiple Selection

Draw a polygon on the interactive map to select dozens of clients from a neighbourhood or province and assign them in 1 click.

Bulk Assignment

Import an Excel file with the associations between client codes and the rep ID to update your entire database instantly.

Individual Assignment

Search for specific clients in the list and quickly assign them a sales rep from the administration panel.

app.traksal.com
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ASSIGN 7 CLIENTS

Select the sales rep to whom you want to assign the selected clients on the map.

-- Choose a Rep --▼
app.traksal.com
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⬠

ASSIGN 7 CLIENTS

Select the sales rep to whom you want to assign the selected clients on the map.

-- Choose a Rep --▼