Configure Territories within the Hero App

Create territories in the Portal to coordinate your team's efforts while using Hero in the field.

Create a Territory (Admin Access Only)

  1. Login to the Hero Portal.
  2. Click Territories.
  3. Click Create New.

    Screenshot 2023-11-09 at 11.38.36 AM
  4. Give your territory a name and color
  5. Draw your Territory using as many waypoints as you'd like. 
  6. Click Save.

Screenshot 2023-11-09 at 11.54.02 AM

Edit Territory Calculator & Scheduling Settings

Make sure a particular Territory has the right calculations and scheduling using Territory Settings:

  1. Select a Territory from the list to edit.
  2. Click Settings
  3. Adjust settings specific to this territory. Options include: 
    1. Savings Estimate type

    2. Target Offset

    3. Price per Watt

    4. Utility Rate

    5. Rate Escalator

    6. Financing APR

    7. Financing Term Length

    8. Max System Size

    9. Calendar URL

Add Teams to a Territory

In Territory Settings, you can add several teams to the same territory to utilize that geography and your specific calculator and scheduling settings. 

  1. Select a Territory from the list to edit.
  2. Click Teams
  3. Add existing teams to utilize the territory settings and geography. 

Screenshot 2023-11-09 at 11.43.20 AM

Rep Experience with a Territory

If a Rep is part of a team that is assigned a territory, the Rep will see that territory overlayed onto the map within Hero automatically. At about the neighborhood level and below, the territory hides to ensure a usuable App experience with the solar heat map. 


Please note, there are no restrictions within the app the prevent a rep from creating a prospect outside of a territory.