Territory management · for managers

Draw the area. Pick the rep. Every lead inside is theirs.

FieldStacker's Team territories page turns a shape you trace on the map into a rep's working area — and hands over every lead inside it in one save, with a notification, without ticking a single checkbox.

Start free — no card See how it works

Included in Sales Manager, $60/mo flat · 14-day free trial · no seat minimums, no annual contract

A FieldStacker territory is a hand-traced polygon that assigns leads: it guides who works where rather than fencing anyone out. Another rep can still knock inside the shape, leads you import later stay in your pool until you hand them over, and reps simply see their doors rather than the outline. Everything below is described the way the code actually behaves.

Most canvassing managers do territory management twice: once in their head, and once in a spreadsheet nobody opens after Tuesday. The reason is that the two halves live in different places — the map knows where the neighborhood is, and the lead list knows who is supposed to knock it, and joining them is manual labor that scales with the size of your crew.

FieldStacker collapses that into one page. A manager traces the area on the map, names it, colors it, picks a rep and picks what kind of lead the area hands out. Hitting Save runs a point-in-polygon test over every lead the manager owns, assigns the matches to that rep, and sends the rep a notification with the territory name and the count. That is the entire loop, and it is the feature almost nobody knows we have.

Drawing a territory, tap by tap

No lasso gestures, no shapefile upload, no training video. Four steps on a phone in the truck.

1

Tap the corners

Hit 🎯 Draw a territory and tap each corner of the area — as many as you want, each marked with a green dot and counted on the Finish button. ↶ Undo point drops the last one. Three corners minimum.

2

Name it and color it

Finish the shape and a save bar opens: a name up to 120 characters ("North side", "Hail zone — 3rd St"), a color swatch that becomes the polygon's fill on the map, and the rep it belongs to.

3

Choose what it hands out

Pick 🗂️ all leads, 🏡 new homeowners only, or 📋 imported leads only. The area only hands the rep the kind you chose — the rest of your pool stays in your hands.

4

Save — and it's handed over

Save assigns every matching lead inside to that rep and notifies them — "📍 New territory: North side" — telling them who assigned it and how many leads are inside to work, linked to their knock map.

The part managers don't expect

The polygon is a handoff, not a drawing

Plenty of apps let you draw on a map. The work is what happens after you let go. In FieldStacker the shape immediately does something:

  • Every lead you own inside the shape is assigned to that rep on save
  • The rep gets an in-app notification — mirrored to a phone push if they've turned them on — naming the territory and the count
  • Those leads appear on the rep's knock map and leave yours — one lead, one assignee, never sitting on two maps
  • Ownership never changes hands, so you can reassign or pull leads back any time
  • Reps' and your own hand-dropped map pins are never touched — only imported lists and new-homeowner leads move

See every feature →

FieldStacker Team territories page: a hand-traced polygon on the map, named and color-coded, with the leads inside it plotted as pins

What a territory keeps track of

Each saved area is a record, not a doodle — here is everything it holds and what the app does with it.

On the territoryWhat FieldStacker does with it
The traced shapeStored server-side as a list of corners. Very detailed traces are simplified down (a Douglas–Peucker pass, capped at 500 points) so a shaky finger doesn't cost you a slow page.
NameUp to 120 characters. Shown on the territory row, in the map pop-up, and inside the notification the rep receives.
ColorA hex swatch you pick (blue by default). It fills the polygon on the map and shows as a chip on the list so overlapping crews are visually distinct.
Assigned repChosen from you plus your team. A territory can also sit unassigned — it just shows "— unassigned —" and hands out nothing until you pick someone.
Lead kindAll leads, new homeowners only, or imported only. It scopes both what gets handed over and the "leads inside" count shown on the row.
Leads insideA live count per territory, with new-homeowner leads called out separately. 🔍 View leads zooms the map to the area and plots them — 🟢 already knocked by the assigned rep, 🟠 still to knock.
FieldStacker manager home showing a Territory status card with per-territory coverage bars alongside team activity
Coverage, not vibes

Who has actually worked their area

A territory nobody knocks is just a colored shape. The manager home carries a Territory status card with a coverage bar per territory, and the territory list itself tells you the same story door by door.

  • Green on the map means the assigned rep actually knocked that door — not that somebody, sometime, changed its disposition
  • Orange means the door is still waiting, so a half-worked block is obvious at a glance
  • Coverage bars go red under 50%, amber under 90%, green above — the fast "who's behind" read
  • Be aware: that home-screen percentage is a fast approximation over the territory's bounding box, so it can count a few doors just outside the traced edge. The territory page's own count is the exact one.

How the knock map works →

When a shape isn't the right tool: the lead board

Territories are for handing over a place. The Team leads page is for handing over a list — and the two share one pool.

📤

Pick what you're handing out

A segmented control at the top asks "What are you handing out?" — all leads, new homeowners, or imported lists — each with a live count, so it is never ambiguous what a bulk assign is about to move.

🗺️

Jump to a county or ZIP

The whole pool is broken down by ZIP, each ZIP resolved to its county and grouped under it, busiest county first. Or free-text search a city, street or ZIP.

☑️

Select-all, then assign

Tick the header box to grab the whole filtered set and assign it to a rep in one submit. Unassign drops leads back to the pool; delete only ever removes leads you actually own.

🌳

Down the whole tree

Assign to anyone in your downline, not just direct reports — sub-team reps are listed with their sub-team name, so an owner can hand a lead straight down two levels.

🆔

Or to a rep by ID

Type an active rep's rep ID and hand them leads even if they are not on your team — useful for an independent rep you work with occasionally.

🧾

An audit trail per lead

Every assign and unassign writes an event on the lead itself ("Assigned to Dana", "Returned to the pool by manager"), and on an assign the recipient also gets a notification with the count.

Building the crew →   Where the leads come from →

How territories behave

The exact mechanics, so you can check them against the way you run a crew. If one of these is a hard requirement for you, a heavier territory platform is the better buy — we would rather you knew now.

  • They assign leads rather than fence ground. A rep can still knock inside another rep's polygon, and the app raises no warning when two territories overlap. The save check is only "at least three corners, and a rep on your team."
  • The outline lives on the manager's page. A rep opens their knock map and finds the doors — not a shape with their name on it.
  • New leads wait for you to hand them over. Import a list into an area you already drew and it sits in your pool until you re-save the territory or tap 🔁 Re-assign inside. That is deliberate, and it is one tap rather than automatic.
  • Deleting a territory removes the shape. Leads already handed to a rep stay with that rep until you reassign or unassign them from the lead board.
  • Shapes are hand-traced. Corners you tap on the map, and that is the whole drawing tool — no radius circles, drive-time polygons, "select this ZIP boundary", or KML and shapefile import. Working by ZIP or county lives on the lead board instead.
  • Handing leads over means handing them to another rep. A territory assigned to yourself simply stores the shape; tap 🔁 Re-assign inside on one and the app says so outright — "pick a team member to hand leads to."
  • Only your own distributable leads move. Imported lists and new-homeowner leads, yes. Hand-dropped map pins — yours or a rep's — stay where they are, never reassigned by a territory.

The small print that matters in the field

Territories are manager-only: if you don't own a team or have reps under you, the page sends you back to the team screen. Each manager sees, re-assigns and deletes only their own territories — a saved shape cannot be edited in place, so changing a boundary means deleting it and redrawing. The map runs on Google Maps, and falls back to OpenStreetMap when no Maps key is configured, so the tool works either way. The point-in-polygon test runs on the server — a bounding-box prefilter in the database, then an exact ray-cast — which is why FieldStacker needs no GIS database extension to do any of this. Viewing a big area plots up to 1,500 lead pins from a pool of up to 20,000, which is a display cap, not an assignment cap.

Territory questions, answered straight

What is sales territory management software, and what does FieldStacker's version actually do?

In FieldStacker it is one manager-only page called Team territories. You trace a free-form polygon around an area by tapping each corner on the map, give it a name and a color, pick which rep it belongs to, and choose which kind of lead it hands out. When you save it, every lead you own inside that shape is assigned to that rep in a single action and they get a notification naming the territory and the lead count. There is no per-lead ticking, no CSV shuffle, and no drawing tool to learn beyond "tap the corners, tap Finish."

How do I draw a territory?

Open Team territories, tap 🎯 Draw a territory, then tap each corner of the area on the map — as many corners as you like, each one marked with a green dot. ↶ Undo point removes the last corner, ✖ Cancel throws the shape away, and ✓ Finish area closes it. You need at least three corners; the button even counts them for you. Finishing opens a small save bar: name (up to 120 characters), the rep to assign it to, which lead kind it hands out, and a color swatch. The shape is stored server-side, simplified down if you traced a very detailed outline, and drawn back on the map in your chosen color every time you open the page.

Does assigning a territory to a rep also assign the leads inside it?

Yes — that is the whole point of the feature, and it is one action. Saving a territory with a rep on it runs an exact point-in-polygon test over the leads you own, hands every match to that rep, and fires them a notification titled "📍 New territory: your territory name" with the lead count, linked straight to their knock map. Those leads then appear on the rep's map and drop off yours, because the map shows a lead to whoever owns it while it is unassigned and to the assignee once it is handed over. If there are no leads in the area yet, FieldStacker says so plainly instead of silently doing nothing.

Do new leads that land inside an existing territory get assigned automatically?

No, and we would rather say so than let you find out. A territory assigns what is inside it at the moment you save it. When you later import a list or pull new-homeowner leads into that same area, those leads sit in your pool until you either re-save the territory or hit 🔁 Re-assign inside on the territory row, which re-hands everything inside to its rep and notifies them again. It is one tap, but it is a tap — the polygon is not a standing rule that vacuums up new leads on its own.

Does a territory lock other reps out of the area?

No. A FieldStacker territory is an assignment tool, not a fence. Nothing stops another rep from knocking a door inside someone else's polygon, the app does not warn you when two territories overlap, and reps do not see the territory outline on their own knock map — they see the leads that landed in it. What keeps a crew off each other's streets is softer than a fence: a lead has exactly one assignee, so a handed-over lead leaves your map and shows only on theirs, and reps can switch on a team-activity layer that shows teammates' knocks from the last seven days as anonymous colored dots — no address, no name, no disposition, just "someone has been down this street." If you need hard geofenced lockouts, FieldStacker is not that tool today.

Which plan includes territories, and how does this compare to SalesRabbit or SPOTIO?

Territory drawing and lead assignment come with the Sales Manager plan at a flat $60/mo, and the Team Management Pro bundle at $250/mo carries the same manager layer plus 10 seats on one bill. Everything is month-to-month with a 14-day free trial, no card, no seat minimums and no annual contract. SalesRabbit and SPOTIO both have mature territory tooling and are worth a look, but they are seat-priced and usually quote-based — check their sites for current pricing. The honest comparison: they will out-feature us on enterprise territory administration; we publish a flat number, let a manager draw an area and hand out the leads inside it in one save, and put a rep's own commission, mileage and 1099 tracking in the same app.

FieldStacker vs SalesRabbit →   FieldStacker vs SPOTIO →   Flat pricing →

Part of the manager toolkit

Territories are one screen in a bigger manager layer — teams, seats, reporting lines, overrides and install verification all live on the hub page.

Door-to-door sales team management software →

Lead distribution  ·  Team GPS map  ·  Commission payroll  ·  Leaderboard  ·  Coaching  ·  Recruiting  ·  How to assign territories  ·  Managing a team

Draw your first territory this week

Start a 14-day free trial — no credit card — trace one neighborhood, and hand it to a rep in a single save. Flat month-to-month, cancel anytime.

Start free See pricing