Prerequisites
Before setting up territories, ensure you have:
- Admin or RevOps access to your PG:AI organisation
- At least one account plan created (accounts must exist before you can add them to territories)
Creating a Territory
Name the territory
Enter a territory name - use a naming convention that reflects your GTM structure (e.g. “EMEA Enterprise”, “US Mid-Market - West”).
Configure initial settings
Configure initial territory settings (see Territory Settings below).
Adding Accounts to a Territory
There are several ways to populate a territory with accounts:Manual Add
- From the territory’s Companies tab, click to add companies.
- Search for accounts by name or domain and add them individually.
CSV Import
Filter-Based Assignment
- Define territory filters to automatically include accounts matching certain criteria (industry, size, geography, etc.).
- Filtered accounts populate the territory automatically.
Territory Companies View
Once accounts are added, the Companies tab shows a table view with the following columns:| Column | Description |
|---|---|
| Company | Company name with logo |
| Domain | Company website domain |
| Industry | Industry classification |
| Country | Headquarters country |
| Employee Size | Employee count range |
| Revenue | Revenue range |
| Territory Name | Which territory this account belongs to |
| PG:AI Score | Overall account score (from scoring models) |
Territory Settings
Within a territory, access settings via the gear icon in the top-right. The settings panel has three tabs:Enriched Columns
Controls which enriched data types are included in this territory’s views and scoring. Each enriched column has:| Field | Description |
|---|---|
| Name | The enrichment item (e.g. “Technology Stack”, “RevOps Job Monitoring”, “Chief Revenue Officer”) |
| Type | The data category (Tech stack, Jobs, Employee groups, Insights) |
| Description | What this enrichment tracks |
| Included | Toggle on/off to include or exclude from this territory |
Scoring Model
Assign a scoring model to this territory. The scoring model defines how accounts within this territory are scored and ranked. See the Scoring Models setup guide for details on creating and configuring models.Tech Stack
Add technologies you want to track for this territory.- Search for technologies by name using the search bar.
- Click the heart icon to favourite technologies relevant to this territory.
- Favourited technologies surface in territory views and can be used in scoring rules.
- Technologies appear as a card grid with logos for easy browsing.
Cloning a Territory
Cloning is non-destructive - the original territory is unaffected.
Common Configurations
Enterprise territory structure:- One territory per region/segment (e.g. “EMEA Enterprise”, “US Enterprise - East”)
- Enable all relevant enriched columns (tech stack, jobs, employee groups, insights)
- Assign a comprehensive scoring model
- Track technologies relevant to your ICP
- Broader territories with more accounts
- Fewer enriched columns (focus on high-signal items)
- Simpler scoring models with fewer rules
- Filter-based account assignment to keep territories current
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| Accounts not appearing in territory | Not yet added or filter not matching | Check account assignment method - manual, CSV, or filter |
| PG:AI Score shows 50.00 for all accounts | No scoring model assigned or model not published | Assign and publish a scoring model in Territory Settings |
| Enriched data missing from views | Enriched columns toggled off | Check Territory Settings → Enriched Columns and toggle on |
| Territory clone missing some data | Clone copies structure but enrichment may need to re-run | Trigger a territory enrichment run after cloning |