Manage area lists

When to use this: You need consistent Area / Sub-area values on leads and imports, or you want to bulk-move leads by territory.

Where: Operations → Area lists

Steps

Lists tab — edit dropdown options

1. Open Operations → Area lists.
2. Select a campaign type from the dropdown.
3. On the Lists tab, add or reorder Area and Sub-area values used on lead forms and filters.
4. Click Save lists.

Assign leads tab — redistribute by area

1. Switch to the Assign leads tab (same page).
2. Choose campaign, areas, and redistribution rules.
3. Preview the affected lead count, then apply.

Success looks like

Reps and managers see the new area values in Leads filters and creation forms. Redistribution updates Assigned rep on matching rows.

If it goes wrong

Symptom	Likely cause	Fix
Save disabled or errors	Duplicate or empty area names	Remove blanks; ensure each area name is unique
No campaign types in dropdown	Types not created yet	Define a campaign type first
Redistribution preview shows 0 leads	Filters too narrow	Widen area/sub-area or campaign selection

Related

• Import CDSL leads
• Bulk-assign leads