How to create sales territories and see each one's results
Organize contacts by region and see how many contacts, deals, and how much revenue each territory has.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
Territories divide your contact base by region: a neighborhood, a city, a state. Each territory shows contacts, deals, and revenue, so you can compare regions.
Where to find it in Cognizy
Step by step
- Step 1:
Open and click Create territory.
- Step 2:
Fill in the Name, the Region, and if you want, the Description. Click Create.
- Step 3:
The territory card shows Contacts, Deals, and Revenue. Use Edit to change the name or region, and Delete to remove it.
How to know it worked
Territories appear side by side, with the numbers for each region, so you can see where you're selling the most.
If something goes wrong
The territory's numbers are at zero.
They count the contacts linked to the territory and the deals from those contacts.
Next step
Set sales goals per salesperson.
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