A new rep needs a first account book they can work from, while the rest of the team continues serving its customers. The territory decision affects the new hire's opportunity and travel, as well as relationships current reps have already built. For the manager, the immediate question is which accounts can form a practical starting assignment and what that leaves for the people giving up work. Where the rep starts their trips and which customers need a visit will shape the area you're considering.
| Change scope | Build path | Continuity check | Workload check |
|---|---|---|---|
| Local carve-out | Manual selection or drawing | Named accounts that stay with current reps | Visits and travel in the new book |
| Wider redistribution | Auto Territory Builder | Old-to-proposed account movements | Selected work and opportunity measures |
Prepare the new rep's usable account book
Start with the current account list, including a stable location ID, the existing owner, and the address the rep will visit. Keep the proposed owner in a separate column. Add a field for protected accounts and a reason for any relationship that stays with its current rep. That keeps a geographic transfer from being mistaken for approval to move every account inside it.
Choose a common period for sales or potential. Use numeric values with consistent units, and label the period clearly in the workfile. If you use potential, keep its definition with the file so the manager knows whether it is a supplied estimate, a scored opportunity, or another business measure. A high sales total doesn't necessarily give a new hire a practical starting book if most of it belongs to one protected account.
Prepare a workload measure that reflects your selling pattern. Visit frequency and expected visit time can help estimate account effort before travel. Use what your business needs rather than giving every account the same weight because that is easy to count. Keep unusual needs in the records so the manager can inspect them during review.
Confirm the base the rep will normally start from. If the home address and branch address serve different purposes, choose the one that fits the planning question. Ask how often the rep must visit the branch and which accounts need in-person service. Those details affect the geography you should consider.
If the account map isn't ready, choose Create New Map in Maptive, name it, and click Continue. Upload an Excel file with a header row or paste the data with its header row, then click Map Now. Check the location assignments in Data and Categorize Data. Preserve the current map and dated account file before making the proposal.
Choose the size of the territory change
Use a manual carve-out when you already know the nearby group of accounts or boundaries that should move. This suits a change that affects a small part of the existing plan and leaves most reps' books intact. Decide which relationships stay put before selecting the area.
Choose a wider build when several existing books need to give up work or opportunity to create a viable new territory. The relevant area may include more than the new rep's immediate neighborhood. Restrict the build to the region that needs redistribution so reviewers can focus on the actual change.
Agree who will review the proposed moves and when the new assignment takes effect. Keep the proposal dated and separate from the current plan. If reviewers are still deciding whether a key account can move, mark that account as an exception rather than using a provisional border as the answer. Then follow the local or wider build path below.
Make a local carve-out in Maptive
Create a named manual region
Open Map Tools, then Territories Tool. Under Select Action, choose Create Territories, followed by Create Territories Manually. Choose Selection when the new region should follow built-in boundaries, such as ZIP codes. Choose Drawing when you need to draw a custom shape.
Name the territory group, click Create Territory Group, then Start. For Selection, choose the boundaries that belong in the new region. For Drawing, click the vertices around the area you need. Click Save, enter the territory name, and save it. Use Save and Create Another if the local change requires more than one territory.
Give the new territory a name that the rep and manager will recognize. Keep its proposal status and date with the map or workfile. Inspect the accounts inside the shape before editing the surrounding regions. A selected ZIP can contain a few accounts that stay with another rep, so the territory shape and account book still need separate checks.
Transfer existing area correctly
Click the existing territory or open its three-dot menu. Choose Edit Territory for a drawn shape, or Advanced Edit when the shape comes from boundary selections. Select or draw the changed area and click Save.
Use Reassign the drawn area between territories, then Done, to move that area to the chosen territory and remove it from overlapping territories. Add the drawn area to an existing territory preserves overlaps. Choose it only when overlap is part of the intended plan. If the area belongs exclusively to the new rep's geographic region, review the neighboring shapes after reassignment.
Complex boundary-based shapes may not support dragging their vertices. Use the boundary editing path in that case. After saving, compare the locations near the changed edge with the approved move list. Update the owner records in a separate step. Redrawing the area doesn't apply your company's rules for who owns each account.
Rebalance a wider region around the new rep
Select the work and opportunity variables
Open Map Tools, Territories, Create Territories, then Auto Territory Builder. Click Continue, select the boundary set and the area to rebuild, and continue to the creation variables. Choose Data Metrics for measures supplied in your spreadsheet, or Demographic Census Data where the chosen boundaries support it. Select at least one variable.
Pick measures that answer this hiring decision. Current sales can help judge the established book, while a prepared workload field can help keep the rep from having too many visits. Give each selected measure the importance it deserves. Don't add a demographic measure merely because it is available. It needs a clear relationship to the accounts or opportunity you want the rep to cover.
If a workload threshold will matter, select that column as a creation variable before continuing. Optimize with Constraints only offers columns you have selected for territory creation. Check the workfile's units before entering a threshold. A limit expressed in monthly visit minutes will mean something different if the source column contains annual hours.
Use the right creation option
At Select Territory Creation Method, choose the territory count or the relevant creation option. For Respect Sales Rep Locations, first create a separate map containing only the participating reps' base locations. Select that map and the column that should supply the territory names. The count then follows the number of reps in the selected map, so check that the new rep and all participating current reps are included.
The builder tries to place reps near their territory centers while balancing the selected measures. Those goals can conflict. Review the result as proposed account assignments rather than treating the base-location option as a guaranteed commute limit.
Respect Previous Territories uses existing regions as a starting point when you need to keep the current plan. If you need limits on selected measures, use Optimize with Constraints and set the values for those variables. Go back to Select Territory Creation Variables if a required column isn't available. These choices should follow the scope and priorities you agreed before building.
Continue, name the proposed group, and click Generate Territory. Allow time for generation and review. The speed of drawing a result doesn't determine how long it will take to approve the accounts that move.
Check the first book before assignment
Click the proposed territory and open Customize Metrics. Under Spreadsheet Data, select the measures that describe the new book. Use Sum for numeric workload and sales totals, or Group Count where you need category counts. Average, High Value, and Low Value can help inspect the spread of values. Keep the same calculations across the territories you are comparing.
If you used the automated builder, inspect the metric-distribution graph as well as the territory popups. Then compare the new rep's book with the books that gave up accounts. Check whether a reasonable total depends on a single customer, whether the remaining reps have workable routes, and whether the protected relationships were retained. Ask the managers to review the moved accounts by ID.
For a quick base-access check, open Drive Time Polygon Tool from Map Tools. Enter the rep's base address or use its marker, choose the hours and minutes, and click Add Drive Time Polygon. Inspect which proposed accounts lie inside and outside it. This models perfect driving conditions without current or historical traffic, so use it to identify accounts needing closer travel review.
Check actual corridors and travel conditions for those accounts. A nearby point may involve a difficult crossing, and a remote account may require an overnight trip. Review those cases before accepting the new book. Keep any agreed travel exception with the account list rather than hiding it in the map's description.
Hand off the approved accounts
You can keep the first assignment modest and set a review date as the rep gets started.
Export the approved list through Export Data, choose the intended complete or filtered dataset, select XLSX or CSV, and click Export Now. Check its IDs against the proposed owner column and the agreed exception list. Record the approved owner and effective date in the records your team maintains. Give the new rep an approved map view and the account file, with the name of the person to contact about protected relationships. Set a review date for the first book and record who will check actual workload and travel once the rep has started.
