Origin — Solar, Roofing & Generators
Territory planning

Keeping territory boundaries understandable

A boundary should be clear enough that reps can apply it during actual field work.

A practical approach

Use recognizable map context and provide a way to check uncertain addresses. Explain how shared edges or overlapping assignments are handled. Review the boundary after a team change instead of assuming everyone remembers the old arrangement. Keep the approved version in the system so screenshots do not become competing sources of truth.

Put it into practice

  1. Clarify uncertain addresses
  2. Define overlap handling
  3. Use the approved map version

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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