How to create and assign territories in Georep for your field sales team

If you manage field sales—whether it's a scrappy two-person team or a sprawling regional crew—territories can make or break your results. Get them right, and people know where to focus. Get them wrong, and everyone wastes time, steps on toes, and misses deals. This guide is for anyone who wants to set up and assign clear, useful territories in Georep without getting bogged down in unnecessary complexity.

Let's skip the sales pitch and get straight to it.

Why Territories Matter (But Don’t Overthink Them)

Territories aren’t magic. They’re just a way to slice up the world so you don’t have reps tripping over each other, and nobody gets left out. A good territory plan:

Makes it clear who owns what
Balances the workload (as best you can)
Helps you spot gaps or overlaps

But here's the thing: no system will ever be perfect. Start simple, see what works, and tweak as you go. Don’t let “territory planning” become a months-long project.

Step 1: Prep Before You Touch Georep

Before you even log in, spend a little time thinking about what “territory” actually means for your team. Some questions to nail down:

Are you splitting by geography (states, zip codes, cities)?
Do you want to assign by account type, vertical, or something else?
How many reps do you have—and do you care about equal workload, or just coverage?
Do you already have customer or lead data mapped to regions?

Pro tip: Write this stuff down. You’ll thank yourself later when you’re cleaning up a messy territory map.

Step 2: Map Out Your Territories

Now it’s time to get specific. You can do this on paper, in Excel, or even by sketching on a map—doesn’t matter. The goal is clarity:

List all the regions, zones, or segments you want to cover.
For each, jot down boundaries (e.g., “Northeast = NY, NJ, CT, MA, VT, NH, ME, RI”).
Decide if any territories overlap (sometimes okay, but usually messy).

What works: Starting with big, obvious groupings (like states or metro areas).
What doesn’t: Getting too granular too soon. “East of Main St., north of 4th Ave.” is overkill for most teams.

Step 3: Get Your Data Ready

Georep is only as good as the data you put in. If your customer or lead lists are a mess, set aside some time to fix them up:

Make sure addresses are complete and standardized (city, state, zip at minimum).
If you already tag accounts by region, double-check those tags.
If you’re importing from a CRM, export the data and spot-check for errors.

Ignore: Fancy data enrichment tools until you’ve covered the basics. Clean, simple spreadsheets beat half-baked automation every time.

Step 4: Create Territories in Georep

Now you’re ready to log into Georep and start building. The interface is pretty straightforward, but here’s what actually matters:

Go to the Territories section.
Usually, you'll find this in the main navigation or under “Settings.”
Click “Create Territory” (or the equivalent button).
Give each territory a clear, descriptive name (“Northwest”, “Key Accounts—Midwest”, etc.).
Add a brief description if you want.
Define the boundaries.
Most likely, Georep will let you draw on a map, select administrative regions (states, zip codes), or upload a file.
Choose the method that matches your prep work.
For manual drawing: Don’t stress if your lines aren’t perfect—get it roughly right, you can adjust later.
For uploading: Make sure your file matches Georep’s required format (usually CSV or XLSX).
Save each territory.

Pro tip: If your territories change often, keep your boundary definitions simple. Over-complicated borders just create busywork.

Step 5: Assign Reps to Territories

This part is where the tool can save you real time—if you set it up right.

Open your list of users (your sales reps) in Georep.
Usually under “Users,” “Team,” or similar.
Assign each rep to the right territory.
Some setups let you assign multiple reps per territory (team selling), but it’s cleaner to have one “owner” per territory if possible.
If your team structure is fluid, just do your best. You can always reassign later.
Set permissions as needed.
Decide who can see what. You might want reps to only see their own patch, or let managers see everything.
Double-check assignments.
Run a quick test: Search for a sample account in each territory and make sure it shows up in the right place for the right rep.

What works: Assigning based on who actually knows the area or accounts—not just who’s available.
What doesn’t: Changing assignments too frequently. It confuses everyone.

Step 6: Link Accounts and Leads to Territories

Here’s where the rubber meets the road. You want every account or lead in Georep to be tied to a territory, so nothing falls through the cracks.

Bulk assign accounts/leads.
If your data is clean, Georep can usually auto-assign based on address.
Otherwise, use the bulk edit/import tools to match accounts to territories.
Check for unassigned records.
Most systems have a report for “unassigned” or “orphaned” accounts. Review it and clean up as needed.
Spot-check a few records.
Pick a couple of accounts and make sure they’re showing up in the right rep’s view.

Ignore: Over-customization here. Just get everything assigned; you can refine later.

Step 7: Communicate the Plan (and Set Expectations)

Don’t just assume people will figure it out. Once you’ve set up territories:

Share the new map or territory list with your team.
Be clear about who owns what, and how to handle overlaps or handoffs.
Tell people how to flag mistakes or request changes (because mistakes always happen).

Pro tip: A quick screen recording or Loom video walking through the setup beats a long email.

Step 8: Monitor, Adjust, and Keep It Simple

No territory setup survives first contact with the real world. Over time, you’ll spot:

Reps with too much or too little work
Accounts that got missed or misassigned
Shifts in your customer base

Set a calendar reminder to review territories every quarter—or whenever someone on your team complains loudly enough.

What works: Regular, light-touch reviews.
What doesn’t: Massive territory overhauls every month.

A Few Things to Watch Out For

Hype about “AI territory optimization.” Most of it’s just fancy map coloring. You still need to sense-check results.
Endless customization. The more tweaks you make, the harder it is to manage. Start basic.
Letting the map drive the business. Your team and your customers matter more than pretty territory lines.

Wrapping Up: Don’t Make This Harder Than It Is

Territory planning in Georep isn’t rocket science. The hardest part is getting your data cleaned up and keeping things clear for your team. Don’t let perfect be the enemy of good enough—start simple, communicate clearly, and fix problems as they come up.

No tool—Georep or anything else—can fix a messy process. But with a bit of prep and honest review, you’ll have reps who know where to focus, and you’ll spend less time untangling territory messes.

Now, get in there and set it up. And remember: you can always adjust.