> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Territory Management

> How to create, configure, and manage territories in PG:AI

## Prerequisites

<Note>
  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)
</Note>

## Creating a Territory

<Steps>
  <Step title="Navigate to Territories">
    Open **Territories** in the left sidebar.
  </Step>

  <Step title="Create new territory">
    Click **+ New Territory** (or the equivalent action from the territories list).
  </Step>

  <Step title="Name the territory">
    Enter a **territory name**  -  use a naming convention that reflects your GTM structure (e.g. "EMEA Enterprise", "US Mid-Market - West").
  </Step>

  <Step title="Configure initial settings">
    Configure initial territory settings (see [Territory Settings](#territory-settings) below).
  </Step>

  <Step title="Save">
    Save the territory. It is now created and ready for accounts.
  </Step>
</Steps>

## 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

<Steps>
  <Step title="Prepare your CSV">
    Prepare a CSV file with company names, domains, or identifiers.
  </Step>

  <Step title="Upload and import">
    Use the CSV import feature to bulk-add accounts to the territory.
  </Step>

  <Step title="Review preview">
    PG:AI validates the import before executing  -  review the preview for column mapping and data issues.
  </Step>
</Steps>

### 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) |

<Tip>
  You can sort, filter, and customise the column view. The table also shows score badges (High, Medium, Low) colour-coded for quick scanning.
</Tip>

## 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                                         |

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](/setup/scoring-models) 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

<Steps>
  <Step title="Open the source territory">
    Open the territory you want to clone.
  </Step>

  <Step title="Clone">
    Use the clone action (typically via a menu or action button).
  </Step>

  <Step title="Review and rename">
    The clone copies the territory structure, settings, and account assignments. Rename the cloned territory and adjust settings as needed.
  </Step>
</Steps>

<Note>
  Cloning is non-destructive  -  the original territory is unaffected.
</Note>

## 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

**SMB / velocity territory:**

* 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           |