Search customer data by territory

This article demonstrates how to search customer locations that belong to a territory.
Related article: Search data by radius, Search data in polygon, and Search data by drive time.

  1. Open Data window if it’s not already open by clicking table icon on Map Business Online toolbar.
  1. In Data window select dataset you want to search.
  1. Click yellow puzzle icon on Data window toolbar.
  1. In the dialog that will popup choose the first option to search data inside select territories. Click Next button.
  1. In the next dialog select a territory you want to search and click ‘Next’ button. You can also search by multiple territories. Just hold shift or control key and click to select territories for search.
  1. In the next dialog enter marketing list name and click ‘Create’ button. That marketing list will contain all data records from selected dataset, which fall into selected territory. You can also modify an existing marketing list with the data.
  1. Now you can see the marketing list records in Data window.