Circle USP - Geographic Territory Override
Territory Management
Override Summary
Active Rules
7 rules active
Affected Accounts
234 accounts
Next Review
In 3 days
Create Geographic Override Rule
Set custom territory assignment rules that override standard geographic logic

Override Rule Configuration

Define specific conditions and exceptions for territory assignments

Geographic Conditions
Business Conditions
Estimated Impact: 47 accounts affected

This override rule will affect 47 technology companies in California and Nevada with revenue above $10M.

Active Override Rules

Manage existing geographic territory overrides

Enterprise Tech Override
Active
Technology companies with $25M+ revenue in West Coast markets are automatically assigned to Sarah Martinez regardless of geographic territory boundaries.
Override Conditions
Industry: Technology
Revenue Minimum: $25,000,000
Geographic Area: CA, NV, OR, WA
Assigned To: Sarah Martinez
23
Accounts Affected
$47M
Total Pipeline
94%
Success Rate
Manufacturing Southwest
Active
Manufacturing companies in Southwest region (AZ, NM, TX) with 200+ employees are assigned to David Rodriguez for industry specialization.
Override Conditions
Industry: Manufacturing
Employee Minimum: 200
Geographic Area: AZ, NM, TX
Assigned To: David Rodriguez
18
Accounts Affected
$32M
Total Pipeline
89%
Success Rate
Healthcare Northwest Expansion
Pending Approval
Proposed rule to assign healthcare companies in Portland/Seattle metro areas to Jennifer Wilson for new market expansion.
Proposed Conditions
Industry: Healthcare
Geographic Area: Portland, Seattle Metro
Assigned To: Jennifer Wilson
12
Accounts Affected
$18M
Potential Pipeline
?
Success Rate
Legacy Financial Services
Inactive
Previously active rule for financial services companies - suspended due to representative departure.