How territories and ownership work

On the Agency plan, each act, contact, client and venue can have an owner (someone on your team), and each agent can have a territory (the states they cover). New leads go to the right person on their own.

1. Set owners

• On an act, contact, client or venue, pick the person next to Owner under the name. Owners and admins can change it; everyone else sees who owns it.
• On an inquiry, the same picker is Assigned to.

2. Give agents their states

1. Open Settings › Organization and click the Team tab.
2. Under Agents and territories, type each person's States as two-letter codes or names, like AZ, NV, New Mexico, and click Save.

A state can only belong to one person.

3. How new work is routed

• A new inquiry (from your booking form, email or typed in) goes to the act's owner. With no owner, it goes to the agent whose states include the event's state.
• A new gig with nobody assigned goes to the agent covering its state. Adding an act to a gig that's still unassigned gives it to the act's owner.
• Converting an inquiry to a gig keeps the person it was assigned to.

Agents can change gigs they're assigned to (see How team roles work). You can always change the assignment on the gig, next to Assigned to.

4. See just yours

Click Mine on Contacts & acts, Clients & venues or Inquiries to show only what you own or what's assigned to you. On Contacts it's also in Filters as Only ones I own.

5. When someone leaves

On the Team tab, each person shows what they own. Click Reassign everything to…, choose who takes over and click Move it all. It moves their acts, contacts, clients and venues, their states, their lead and booked gigs, and their new or replied inquiries. Completed gigs stay theirs, so their commission history stays right. Then remove them from the team.