Sales Territory Management
Every lead, agent, and deal — exactly where it belongs
Structured Sales. Clear Ownership.
Every capability your sales leadership needs to run a territory-based team.
Territory Hierarchy
Create named territories with parent-child nesting — region, sub-territory, zone — matching your actual market structure.
Role-Based Team Assignment
Add agents as Manager, Delegate, or Agent, each linked to a team. Change roles or team assignments instantly.
Quota Plan Linking
Connect each territory member to a sales quota — quarterly, monthly, or annual — so targets are tied to the person, not a spreadsheet.
Incentive Plan Assignment
Attach commission structures and bonus programs to individual members within a territory.
Full Activity Log
Every member addition, permission change, rename, or manager swap is logged with timestamp and actor.
Permission Controls
Role-based permissions govern who can create, view, edit, or delete territories.
How It Works
From territory creation to a fully staffed, quota-linked sales team in minutes.
1. Create a Territory
Define the territory name, set a parent region if nested, and assign a territory manager.
2. Build the Hierarchy
Add sub-territories underneath — each mirroring how your market is actually divided.
3. Assign Members with Roles
Add each agent as Manager, Delegate, or Agent. Set their team and permission level — three clicks per person.
4. Link Quotas and Incentives
Open any member's drawer, assign their quota plan and incentive program. Targets and rewards are now in context.
Give every agent a territory. Every deal a clear owner.
The only real estate platform you will ever need.