Regions

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.

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.

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.

1. Log in to CallProof.
2. Open `/region/`.
3. Review the list of regions.
4. 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.

Click the Add Region (plus) icon

Add Region

1. Open Regions.
2. Click Add Region.
3. The Add Region page opens (`/region/new/`).
4. Enter the required information.
5. Click Save.
6. The new region appears in the Regions list.

Region Fields

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.

Click the Edit Region (pencil) icon

Edit Region

1. Open the Regions list.
2. Click the region name or the Edit icon.
3. The Edit Region page opens (`/region/edit/{id}/`).
4. Update the desired fields.
5. Click Update.

Assign Users to a Region

Assign sales representatives to manage accounts within a specific region.

1. Open the desired region.
2. Click Add User.
3. Select an active sales representative.
4. Save the assignment.
5. The user appears in the assigned users list.

To remove an assigned user:

1. Click the Delete icon beside the user's name.
2. 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.

Region Delete

1. Open the Regions list.
2. Locate the region.
3. Click the Delete icon.
4. Confirm the deletion.
5. 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.

Technical Information

Item	Value
URL	`/region/`
Add	`/region/new/`
Edit	`/region/edit/{id}/`
Views	`region/views.py`
Templates	`templates/region/`