Team Management

Territory management

Define where each rep works so Cartoply can automatically route prospects to the right person.

How territory routing works

Territory routing is opt-in per event type. On an org event type set to collect the guest's address, turn on Match reps by territory; without it, bookings are assigned directly or by round-robin and no address is checked.

When it's on, the guest enters their address first and Cartoply finds every rep whose territories cover it. What happens next depends on the event type's slot display:

• Calendar — the guest sees a “Choose a rep and time” picker listing each matching rep with their own availability.
• Instant — matching reps' open times are merged into one list and Cartoply assigns the rep automatically when the guest picks a time.

If the address doesn't fall within any territory, the guest sees a message that no coverage is available in their area — no misrouted meetings.

Reps with no territory are excluded from territory-matched org event types — an empty territory list means “covers nothing here,” not “covers everywhere.” (Your personal booking page works the opposite way: no territories there means you're bookable from anywhere.)

Territory types

Cartoply supports seven territory types to match how your team actually works:

• Drawn area — a box or freehand shape you draw directly on the map. Best when a rep's coverage doesn't follow ZIP, county, or city lines — just draw exactly the area they cover.
• Radius — a circular area defined by a center point and distance (in miles). Best for reps based in a city who cover the surrounding metro area.
• ZIP codes — a list of specific ZIP codes. Best for dense urban markets where coverage needs to be precise.
• Counties / Parishes — one or more counties. Good for rural or regional coverage where county lines are the natural boundary.
• Cities — specific city names. Useful when reps cover multiple distinct cities rather than a contiguous region.
• States — full US states. Best for reps who cover large geographic areas.
• Countries — country-level coverage for international teams.

Creating a territory

Territories live in a shared library: you define a zone once, then assign it to as many reps or groups as you like. Only org admins can manage them.

1. Open your org dashboard and click Territory Map in the sidebar.
2. Click New territory at the top right.
3. Give it a Name and pick a Type.
4. Configure it — draw a shape on the map, set a radius, or search for ZIPs, counties, cities, states, or countries.
5. Click Save. It appears in the list on the left and on the map immediately, in its own color.

To change one later, click Edit on its card.

Once you have more than a handful of zones the map gets crowded, and the color palette repeats after ten territories. To find one, hover its card in the left-hand list — that zone brightens and lifts above the others on the map while the rest fade back. Nothing is selected or changed; move the cursor away and the map returns to normal.

Already mapped your coverage somewhere else? Don't redraw it — see Importing from Google My Maps below.

Assigning a territory

Creating a territory doesn't route anything on its own — you have to assign it.

1. Find the territory in the left-hand list. Its card shows how many reps and groups currently cover it.
2. Click Assign.
3. Tick any Reps who cover this zone, and any Groups — every member of an assigned group covers it.
4. Click Done. Changes save as you tick.

A rep's effective coverage is the union of everything that reaches them: territories assigned to them directly, territories assigned to any group they belong to, and their own personal territories from My Territories on the main dashboard. You can also manage a single rep's assignments from Members → Manage → Territory assignments.

Drawn areas

To draw a custom territory of any shape:

1. Select Drawn area as the territory type.
2. Use the rectangle or polygon tool at the top-right of the map. The rectangle tool drags out a box; the polygon tool lets you click each corner, then click the first point again to close the shape.
3. Adjust it until it's right — see Reshaping a drawn area below.
4. Click Save.

Reshaping a drawn area

You don't have to get the outline right on the first pass. While a drawn area is open in the editor — whether you just drew it or clicked Edit on an existing territory — every corner is a handle:

• Move a corner — drag it.
• Add a corner — drag the faint handle at the midpoint of any edge. It becomes a real corner where you drop it.
• Remove a corner — right-click it. A shape can't go below three corners; attempting it flashes the outline and changes nothing.

A drag that would make the boundary cross itself is rejected and the shape snaps back — territories have to be simple outlines to be matched against reliably.

Drawing again replaces the shape entirely. Clear shape removes it from the map so you can start over; if you were editing a saved territory, its outline disappears too, and nothing is written until you press Save. Press Cancel instead and the saved outline comes back untouched.

Importing from Google My Maps

If your service areas already exist as a custom Google map, you don't have to redraw them. Cartoply reads the KML and KMZ files that Google My Maps — and every other mapping tool — exports.

1. In Google My Maps, open your map. In the left panel, click the Menu (three dots) and choose Export to KML/KMZ. When it asks what to export, pick the whole map rather than a single layer, then download the file.
2. In Cartoply, go to Territory Library and click Import map.
3. Drop the .kml or .kmz file in. Every area it finds previews on the map, grouped by the layer it came from.
4. Untick anything you don't want, rename what you do, and click Import.

Three things to know about what comes across:

• Shapes import as drawn areas. Very detailed outlines are smoothed slightly so they stay fast to match against; the panel tells you when that happened.
• Pins import as radius territories, since a map pin has no area of its own. They start unticked, and a Radius for pins box appears so you can set the distance before importing. The default is 25 miles.
• Lines and routes are skipped, along with holes cut out of a shape. Anything that couldn't be imported is listed with the reason.

Imported territories arrive unassigned. Assign reps or groups to them the same way as any other territory.

If the import doesn't work

Nothing is saved until you click Import, so a bad file costs you nothing — fix it and drop it in again. Importing the same map twice creates a second copy of every area rather than updating the first, so delete the earlier set if you re-import.

Radius territories

To set up a radius territory:

1. Select Radius as the territory type.
2. Enter a name and set the radius in miles.
3. Set the center point by typing an address and clicking Go, or by clicking directly on the map.
4. The circle preview updates in real time on the map.
5. Click Save.

List-based territories (ZIP, county, city, state, country)

1. Select the territory type (ZIP codes, Counties, Cities, States, or Countries).
2. Use the search box to find and add items one at a time.
3. Added items appear as tags below the search box. Click × to remove any.
4. Click Save.

Overlapping territories

Overlaps are fine and expected — territories answer “who covers this address?”, not “who gets it first?”. Every rep whose coverage includes the address is eligible.

On a calendar event type the guest sees all of them and picks. On an instant event type Cartoply picks for them: among the eligible reps who are actually free at that moment, it takes the one assigned least recently — never-assigned reps go first, ties break at random. There's no manual priority order, and nothing to reorder in the members list.

Removing a territory

Click the trash icon on a territory card. It's removed immediately, along with every rep and group assignment on it — nobody receives bookings from that area unless another territory still covers it.

Sales territories vs. dispatch territories

The Territory Library governs public booking routing only. The Dispatch add-on keeps a separate library of service territories for field techs, with the opposite default — a tech with no service territory can go anywhere. If you've already drawn sales zones, you can copy them into the service library rather than redrawing them.

Tips

• Start specific — it's easier to expand a territory than to deal with misrouted bookings from one that's too broad.
• Assign to groups, not people — if a whole team covers a zone, assign it to a group once instead of re-ticking every new hire.
• Use the map preview — check the visual coverage before saving, especially for radius territories near state or county lines.
• Gaps are intentional — any area not covered by a territory will not accept bookings. This prevents unqualified leads from booking.