Hello! We recently regionalized our organization and want to group for contacts accordingly. What’s the simplest way to do this?
You can easily do that by installing Mapsly which is an extension available on Keap Marketplace. There you can build territories by hand or use geo-library to quickly select territories by zip code/county/state/etc. You can then assign these territories to your contacts and save it back to Keap which will allow to group and filter your contacts by territory.