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
1
Navigate to Territories
Open Territories in the left sidebar.
2
Create new territory
Click + New Territory (or the equivalent action from the territories list).
3
Name the territory
Enter a territory name - use a naming convention that reflects your GTM structure (e.g. “EMEA Enterprise”, “US Mid-Market - West”).
4
Configure initial settings
Configure initial territory settings (see Territory Settings below).
5
Save
Save the territory. It is now created and ready for accounts.
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
1
Prepare your CSV
Prepare a CSV file with company names, domains, or identifiers.
2
Upload and import
Use the CSV import feature to bulk-add accounts to the territory.
3
Review preview
PG:AI validates the import before executing - review the preview for column mapping and data issues.
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: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:
Toggle items on to include their data in territory views and scoring. Toggle off to exclude data you don’t need for 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
1
Open the source territory
Open the territory you want to clone.
2
Clone
Use the clone action (typically via a menu or action button).
3
Review and rename
The clone copies the territory structure, settings, and account assignments. Rename the cloned territory and adjust settings as needed.
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