Territories | Knowledge Base | Better Sales Pro

Knowledge Base

Knowledge Base › Account & Profile › Territories

Territories

Define the cities, counties, and ZIP codes where you serve clients in Better Sales Pro.

Open Territories

  1. Go to Edit Profile.
  2. Under Business, click Territories.

Add service areas

  1. Search for a city, county, or ZIP/postal code.
  2. Add each area you cover.
  3. Remove areas you no longer serve.
  4. Save your territory list.

Tips

  • Keep territories accurate so lead routing and marketing match where you work.
  • Review territories after expanding into a new market.

Common issues

  • Cannot add territories — partner verification or role permissions may be required.
  • Area not found — try a different spelling or ZIP, or ask an admin to enable the region.

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