Multi-Location & Territories
Enterprise features let you manage multiple business locations, assign territories to team members, and roll up reporting across locations.
Steps
- Go to Enterprise from the sidebar (requires Enterprise suite).
- Add locations with addresses and assigned teams.
- Define territories by region, zip code, or custom rules.
- Assign contacts and deals to territories automatically.
Good to know
- Territory-based routing assigns new leads to the right team member automatically.
- Roll-up dashboards show aggregate metrics across all locations.
Example: A franchised home-services chain has 8 locations across the Midwest. New leads are routed by zip code to the nearest location; each franchisee sees only their own deals + revenue, but corporate sees a roll-up dashboard comparing per-location conversion rate, average ticket, and customer LTV. Underperforming locations get flagged for coaching automatically.
Troubleshooting
Can't see other locations' data
Location-based data isolation is by design — each location only sees its own data.
Fix: Switch locations using the location picker in the top nav. Admin users can see all locations.
Plans
Enterprise suite required. Max plan only.