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A territory in LeadScout is a polygon you draw on the map to define a geographic zone for your team to canvass. Once you create a territory, you can assign it to a specific rep, view it as a shaded overlay on the map alongside all your prospect pins, and manage it from both the Territories list and the Map view. Territories keep your team organized, prevent double-covering the same streets, and make performance comparisons across areas straightforward.

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What a territory contains

Each territory stores a name, a polygon shape (a series of geographic coordinates), and an optional assignment to one team member. The territory list shows the assigned rep’s name and initials, the creation date, and a quick link to view the territory on the map.

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Creating a territory

Territories are drawn directly on the map so the shape matches the streets and boundaries you have in mind.
1

Go to the Map

Click Map in the left sidebar.
2

Start drawing

Click New Territory in the map toolbar (or navigate to Territories and click New Territory — both routes open the map in drawing mode).
3

Draw the polygon

Click on the map to place each corner of your territory. Each click adds a point. Close the shape by clicking back on the first point, or double-clicking the last point.
4

Name the territory

A dialog prompts you to enter a name for the territory (for example, “North District” or “Downtown Block 4”). Type the name and click Create.
If you make a mistake while drawing, you can close the dialog without saving and start over. Territory shapes can also be edited after creation.

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Assigning a territory to a rep

After creating a territory, you can assign it to any team member. The assignment appears on the territory card in the list and in the detail panel.
1

Open the territory detail panel

In the Territories list, click the territory row. The detail panel opens on the right (or as a bottom sheet on mobile).
2

Select an assignee

Find the Assigned To field and select a rep from the dropdown. The rep’s name and initials display on the territory card immediately.
3

Save

Changes save automatically when you select a rep.
Assigning a territory to a rep does not automatically assign all prospects inside it to that rep. Prospect assignments are managed separately on each prospect record.

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Viewing territories on the map

All territories for your team are visible on the Map view as shaded polygon overlays. Each polygon is labeled with the territory name. To jump to a specific territory from the Territories list, click the map icon () on the territory row. The map opens and zooms to that territory’s boundaries. Deep links from other parts of the app automatically open the map focused on the relevant territory.

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Editing a territory

To rename a territory or reassign it, open the detail panel from the Territories list and update the Name or Assigned To fields. Changes take effect immediately. To reshape the polygon, open the map while the territory is in focus and use the edit controls to move, add, or remove polygon points.

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Deleting a territory

Deleting a territory is permanent. It removes the territory record and its polygon from the map. Prospects inside the territory are not deleted — only the territory boundary itself is removed.
1

Find the territory

Go to Territories in the left sidebar. Use the search bar to filter by name if needed.
2

Click the delete icon

Click the trash icon () on the right side of the territory row.
3

Confirm

A confirmation prompt asks you to confirm. Click Delete to proceed. The territory is removed from the list and the map.

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Searching territories

Use the search bar at the top of the Territories list to filter territories by name. The list updates in real time as you type.