How to add counties to territory?


Step 1: Locate “Database” on the main menu

Step 2: Scroll down in the list on the left to find "Territory"

Step 3: Select “Territory Counties

Step 4: Click on the “Add” button in the top right corner

Step 5: Choose the state for which you'd like to add counties.

Step 6: Add the name of the county and click “Add” on the top right corner

When an address with the county name is added to the proposal, the proposal tool checks if the county matches the database. In cases where the county match is found, the proposal proceeds smoothly, even without the need for zip codes. 

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