Territory Building & Mapping

LESSON OVERVIEW

This lesson shows you how to use Rare Monitor’s mapping and geography features to plan your outreach effectively. You’ll learn how to:

• Create and name your own sales territories.

• Search geographically by postcode or region.

• Apply filters within a specific territory.

• View and interpret results on the map for route planning.

Step-By-Step Instructions

  • 1

    Open Territory Manager

    • From the left-hand navigation, select Planning.
    • Click Territory Manager to open the workspace.
    • You’ll see a list of existing territories and the option to create new ones.
    Image of the Rare: Monitor dashboard
  • 2

    Create a New Territory

    1. Click Add Territory.

    2. Give the territory a clear name, for example Tracy Southeast.

    3. Use the postcode box to type areas directly or select areas manually on the map.

    4. Drill down by postcode area or district to define the boundaries precisely.

    5. Use the selection tools to draw and adjust your territory as needed.

    Click Save to confirm.

    Image of the Rare Monitor Dashboard
  • 3

    Run a Search Within a Territory

    1. In the search bar, select Territory, then choose your new territory (for example, Tracy Southeast).

    2. The system will show all clinics within that region.

    3. Use the filter options to narrow the results:

    •  Require: must include treatment (e.g. Dermatology Laser).
    •  Hide: exclude a treatment (e.g. Dermal Abrasion).

    4. The number of results updates instantly as filters are applied.

    Rare: Monitor filters
  • 4

    Refine by Postcode or Company Size

    1. Type a specific postcode to focus on a smaller area.

    2. Use the Company Size filter to view only micro or small businesses if required.

    Step illustration
  • 5

    Visualise Results on the Map

    1. Click Map View to plot your results geographically.

    2. Zoom in or out to see how prospects are distributed within your territory.

    3. Use this view to plan travel routes and daily visits efficiently.

    Clinic level page on Rare: Monitor
Emoji icon 1f64c.svg

Next Steps

You’ve now; created a new territory, filtered and refined clinics within that area and viewed your prospects on the map for better planning. In the next lesson, you’ll learn how to save these results into lists and manage ongoing prospecting campaigns directly from Rare: Monitor.

Watch More Videos In This Series

Partner logo

Getting Started On Rare: Monitor4 min video

In this video, Ben walks you through logging in, navigating the main dashboard, and running your very first search. If you’re brand new to Rare Monitor, this is the perfect place to begin.




Check out the content
Boliviainteligente 75vdelt3bi unsplash (1)

Creating & Managing Lists in Rare Monitor5 min video

Learn how to create, save, and manage your own lists, export data into your CRM, and visualise lists on a map for field planning.

Check out the content
Kush dwivedi 6nei9o97vju unsplash (1)

Identify Geographical Opportunities and Build Territories14 min read

Learn how to compare regions, evaluate treatment demand, identify hotspots, and build territories based on real-world data.

Check out the content
Partner logo

Targeting the Right Clinics Fast7 min video

We demonstrate how combining filters helps you refine thousands of locations into a powerful prospect list.



Check out the content
Partner logo

CRM Tools in Rare Monitor: Log Calls, Track Sales & Record Activity4 min video

In this video, we help you log calls, record sales interactions, track product pitches, and monitor customer engagement. 




Partner logo

Training Courses in Rare Monitor: Build, Schedule & Track Your Sessions4 min video

In this video, we show you how to create training courses in Rare: Monitor from building modules and adding products, to scheduling sessions and registering attendees.