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Creating Areas
Creating Areas

How to create new Areas and add Businesses to them

Lisa Machin avatar
Written by Lisa Machin
Updated over 7 months ago

We have a field in the Directory called "Area". This allows you to group your records by geographic areas that make sense to your team. It's as easy as using the existing Sector field, and you can create new Areas via the Directory Settings menu.

Examples

  1. You can use Areas to group Businesses in busy parts of a street(s), for example 'Lower Briggate'

  2. Areas can define, North, East, South and West parts of the BID or Business area.

  3. However, it is up to you and your team to utilise this feature and create Areas that make sense to you.

How to create new Areas

  1. Navigate to the Directory Settings

  2. Select Manage Areas

  3. Select New +

  4. Name your new Area

  5. Add Businesses ( Find / Remove)

  6. Save

You can add businesses to an Area record 👇🏻

Or you can add the area to the business in the Directory view 👇🏻

You can search our collection of help articles here 👉🏻 Vicinity Help Desk or we have a useful video of using the system basics here 👉🏻 Back to Basics

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