Regions - Revision history

Ashley DeBon: /* Related Pages */

2026-07-17T07:12:55Z

‎Related Pages

Ashley DeBon: /* Add Region */

2026-07-17T07:12:26Z

‎Add Region

Ashley DeBon: /* Edit Region */

2026-07-17T06:21:45Z

‎Edit Region

Ashley DeBon: /* Add Region */

2026-07-17T06:21:24Z

‎Add Region

Ashley DeBon at 06:21, 17 July 2026

2026-07-17T06:21:01Z

Ashley DeBon: Created page with "Path: Callproof Support - Website - Regions = Regions = Regions allow companies to organize geographic territories using states, cities, counties, and ZIP codes...."

2026-07-17T06:11:11Z

Created page with "Path: Callproof Support - Website - Regions = Regions = Regions allow companies to organize geographic territories using states, cities, counties, and ZIP codes...."

New page

Path: [[Callproof Support]] - [[Website]] - [[Regions]]

= Regions =

Regions allow companies to organize geographic territories using states, cities, counties, and ZIP codes.
Sales representatives can be assigned to regions, allowing contacts, accounts, opportunities, and other CRM data to be filtered based on territory.
[[File:RegionIndex.png|250px|thumb|Region Index View]]

'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Region'''

'''Note:'''

* Regions are not included in the default top navigation menu.
* Region pages use the same sidebar layout as the Contacts (People) section.
* Managers and Market Managers can use Regions as a filter on the Contacts and Accounts pages.
{| class="wikitable"
! User
! Access
|-
| Logged-in user
| Can access Region pages
|-
| Manager / Market Manager
| Can use Region filters on Contacts and Accounts searches
|}

== Regions List ==
View, manage, and organize all company regions.

# Log in to CallProof.
# Open `/region/`.
# Review the list of regions.
# Use the available actions to edit or delete a region.

Each row displays:

* Region Name
* State
* City
* County
* Edit
* Delete

== Add Region ==
Creates a new company territory with a name and optional state, city, county, and zip codes so accounts can later be matched and filtered by that geography.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:RegionAdd.png|250px|thumb|Click the Add Region (plus) icon]]
| [[File:RegionAddView.png|250px|thumb|Add Region]]
|}

</div>
# Open **Regions**.
# Click '''Add Region'''.
# The Add Region page opens (`/region/new/`).
# Enter the required information.
# Click '''Save'''.
# The new region appears in the Regions list.

=== Region Fields ===
{| class="wikitable"
! Field
! Required
! Description
|-
| Name
| Yes
| Unique region name within the company
|-
| State
| No
| Select one or more states
|-
| City
| No
| Available after selecting a state
|-
| County
| No
| Available after selecting a state
|-
| Zip Codes
| No
| Enter ZIP codes, ranges, or comma-separated values
|}

=== Supported ZIP Code Formats ===

* Single ZIP
** `36303`

* ZIP Range
** `36303 - 52307`

* Multiple ZIP Codes
** `36303,36304,36305`

* Alphanumeric ZIP/Postal Code
** `A0C 9Z9`

== Edit Region ==

Updates an existing region’s name, geography, and zip codes, and lets users assign or remove reps so the territory and its people stay current.
Modify a region's geographic coverage or assigned users.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:RegionEdit.png|250px|thumb|Click the Edit Region (pencil) icon]]
| [[File:RegionEditView.png|250px|thumb|Edit Region]]
|}

</div>

# Open the Regions list.
# Click the region name or the '''Edit''' icon.
# The Edit Region page opens (`/region/edit/{id}/`).
# Update the desired fields.
# Click '''Update'''.

== Assign Users to a Region ==
Assign sales representatives to manage accounts within a specific region.
# Open the desired region.
# Click '''Add User'''.
# Select an active sales representative.
# Save the assignment.
# The user appears in the assigned users list.

To remove an assigned user:

# Click the '''Delete''' icon beside the user's name.
# Confirm the removal.

== Delete Region ==
Removes a region and its zip-code and user links when that territory is no longer needed, so it no longer appears in lists or filters.
Remove a region that is no longer needed.
Deleting a region also removes its ZIP code mappings and user assignments.
[[File:RegionDelete.png|250px|thumb|Region Delete]]

# Open the Regions list.
# Locate the region.
# Click the '''Delete''' icon.
# Confirm the deletion.
# The region is removed from the company.

== Region Filtering ==
Limit Contacts and Accounts search results to specific geographic territories.
Managers and Market Managers can select one or more regions when searching Contacts or Accounts.
Results include only contacts whose ZIP codes belong to the selected regions.

== Notes ==

* Login is required to access Region pages.
* Region names must be unique within a company.
* ZIP codes determine which contacts belong to a region.
* Assigned users are stored through **UserRegion** relationships.
* UserRegion assignments are also used by other CallProof features, including Funnel filtering.
* The Region search filter is available only to Managers and Market Managers.

== Related Pages ==

* [[Contacts]]
* [[Accounts]]
* [[Company Directory]]
* [[Opportunities]]

== Technical Information ==

{| class="wikitable"
! Item
! Value
|-
| URL
| `/region/`
|-
| Add
| `/region/new/`
|-
| Edit
| `/region/edit/{id}/`
|-
| Views
| `region/views.py`
|-
| Templates
| `templates/region/`
|}

@@ Line 160: / Line 160: @@
 * UserRegion assignments are also used by other CallProof features, including Funnel filtering.
 * The Region search filter is available only to Managers and Market Managers.
 == Technical Information ==

@@ Line 54: / Line 54: @@
 </div>
-# Open **Regions**.
+# Open '''Regions'''.
 # Click '''Add Region'''.
 # The Add Region page opens (`/region/new/`).

@@ Line 114: / Line 114: @@
 </div>
 # Open the Regions list.
 # Click the region name or the '''Edit''' icon.

@@ Line 60: / Line 60: @@
 # Click '''Save'''.
 # The new region appears in the Regions list.
 === Region Fields ===
 {| class="wikitable"
@@ Line 102: / Line 100: @@
 * Alphanumeric ZIP/Postal Code
 ** `A0C 9Z9`
 == Edit Region ==

@@ Line 24: / Line 24: @@
 | Can use Region filters on Contacts and Accounts searches
 |}
 == Regions List ==
@@ Line 41: / Line 42: @@
 * Edit
 * Delete
 == Add Region ==
@@ Line 58: / Line 60: @@
 # Click '''Save'''.
 # The new region appears in the Regions list.
 === Region Fields ===
@@ Line 118: / Line 121: @@
 # Update the desired fields.
 # Click '''Update'''.
 == Assign Users to a Region ==
@@ Line 143: / Line 147: @@
 # Confirm the deletion.
 # The region is removed from the company.
 == Region Filtering ==