1 Minute Tip 6: Creating Sales Territories

In this sixth 1 Minute Tip Video you will learn how create new sales territories in a blank and existing sales territory map.


When creating sales territories in a blank map you have several tools that you can use. You can also import your territory data into AlignMix if you have this data in Excel format.

Creating sales territories in a blank map

Tools that you can use to create new sales territories:

If you are using the Ai Trial version you can use the sales territory optimizer to create all of the territories for you. In order for the optimizer to work you will need at least one data set imported into your AlignMix file.

Creating and modifying sales territories in an existing territory map

The same tools used for creating new territories can be used to modify existing sales territories. You can also use the territory optimizer to balance and optimize existing sales territories.


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