Tatch · 01 / 07 · Territories

Create and manage territories.

Build targeted territories that keep reps focused and on track to their goals. You own the pipeline — your rep sees exactly what’s next.

Map-firstRep-owned pipelineCoverage at a glance
TERRITORY · North Fresno — 32 accounts · rep: Marcus
NEXT · 09:10 Hartwell Plumbing → quote follow-up

The map is the plan.

Draw the boundary, and every account inside it belongs to the territory — pinned, color-coded by state, assigned to the rep who owns it. Who’s covered, who’s overdue, who’s next: read straight off the map.

Summit BuildersRiverside ClinicOakline Supply · 41dVasquez & SonsHartwell · 09:10RestoMax · 38dMeridian Labs
NORTH FRESNO · 32 accounts · rep: Marcus
boundary → drawn, assigned, owned
visitedoverduenext stop

Coverage you can read.

The territory keeps score of itself. Every account’s last visit sits on its pin — the moment one drifts overdue, it changes state on the map and pulls the next route toward it.

Coverage · this cycle28 / 32
4 overdue → routed first · next cycle

You own the pipeline.

The book of business belongs to the company, not to whoever built it. Your rep sees exactly what’s next — and when a rep moves on, the accounts, the history, and the relationships stay on the map.

Hartwell PlumbingDana Reyes · Office manager
RelationshipActive
Lead · water heaterQuoted
Last visitJun 26

Territory to territory.

Split a territory when it outgrows one rep, or merge two when routes overlap — accounts carry their history with them, and the map redraws around the change.

NORTH FRESNO
32 accounts
CLOVIS EAST
27 accounts
split · merge · reassign — history rides along

One system for turning relationships into revenue.

Join the waitlist

TatchConnect ships this summer, with the full Tatch platform close behind.