How to Add Counties to Territory?

Setting up counties in your territory database helps streamline proposal creation by enabling county names to autofill in customer information based on the address entered. When counties are properly set up under each state, the system can recognize and populate them automatically, making the proposal process smoother and more accurate.

Follow the steps below to add counties to your database.

Step 1: Go to "Manage Database" and 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.