General Options

Territory Name

• Definition: The display name shown across BoogieBoard.
• Why it matters: Appears in tree, reports, assignments.
• Examples: "Northeast Region", "Enterprise – California"
• Note: Auto-updates everywhere when changed.

Status

• Definition: The lifecycle stage of this node.
• Values:
  • Draft: In planning, not yet live.
  • Committed: Finalized and exported to CRM.

Geographic Options

Children Are Geo-Aware

• Definition: Tells BoogieBoard to consider proximity when assigning accounts to child nodes, though not at the expense of equitable distribution.
• Use When:
  • You want accounts to coalesce roughly near their territory epicenter.
  • Epicenter defined by ZIP Code field below.
• Example: Rep in Dallas will mostly have their accounts located closely to their home location.

Children Are Geo

• Definition: Child nodes are defined by mapped boundaries.