Territory Management Features

Professional UI designs for Circle Unified System Platform Sprint 2 features

Sprint 2 Territory Management Features

These UI designs showcase the territory management capabilities identified during Sprint 2 stakeholder interviews. Each feature addresses specific pain points in Circle's current sales process, focusing on automation, conflict resolution, and protecting existing customer relationships.

Feature Implementation Overview

7 Features Designed
14 UI Variations
100% Mobile Responsive
2+ Designs Per Feature
📥

Automated ZoomInfo Import

Import ZoomInfo leads into a staging area for review before assignment

✓ Multi-step wizard interface with progress tracking
✓ Dashboard view with activity feed and statistics
✓ Real-time conflict detection and preview
✓ Configurable import rules and field mapping
View Wizard Dashboard
🗺️

Bulk Territory Assignment

Assign accounts by city or ZIP code with geographic visualization

✓ Interactive map view with territory boundaries
✓ Bulk selection and assignment tools
✓ Revenue potential and account statistics
✓ Floating panel for bulk actions
View Dashboard
⚠️

Import Conflict Resolution

Three-tier wizard for handling duplicates and assignment conflicts

✓ Step-by-step conflict resolution process
✓ Side-by-side record comparison
✓ Quick action buttons for common resolutions
✓ Progress tracking and batch operations
View Wizard
📧

Assignment Notifications

Automatic notifications when new accounts are assigned to reps

✓ Real-time notification feed with filtering
✓ Customizable notification preferences
✓ Action buttons for immediate response
✓ Toast notifications for instant feedback
View Interface
👁️

Manual Review Process

Detailed interface for reviewing account history and activity

✓ Comprehensive account comparison view
✓ Activity timeline with detailed history
✓ Decision tracking and notation system
✓ Queue management with priority indicators
View Process
🔧

Geographic Territory Override

Override geographic assignments for strategic account management

✓ Override creation form with justification
✓ Comprehensive override management table
✓ Statistical breakdown by override reason
✓ Map and list view toggle options
View Interface
🛡️

Customer Protection

Prevent reassignment of current customers during imports

✓ Configurable protection rules and policies
✓ Real-time activity log of protection events
✓ Customer portfolio with protection status
✓ Advanced settings for different protection types
View Protection