Finding and Editing Account Overrides


Account overrides (Special Ownership Accounts) are accounts that reside in one territory but are actually assigned to a different sales territory and sales rep. These overrides may exist because of a typo or just accounts that have never been re-assigned to the proper territory. It is important to find these overrides to make sure they are assigned to the correct sales rep. Why would you have an account override? Account Overrides mainly exist in order to maintain business relationships that may be sensitive to change. If you have a sales rep that has been seeing the same client for 20 plus years then you would not want to make any changes. This is why you would create an override for this account and make sure that the original sales rep will continue to call on this special account. This video will show you how to find and edit these account overrides. If you would like to create new account overrides click here to view a post about creating account overrides.


Finding and Editing Account Overrides2018-09-11T10:02:53+00:00

Keeping Sales Territories within a State Boundary


One of the most common questions we are asked, is how to keep a territory within a state boundary. AlignMix’s Touch Align tool has a cool feature which makes this really easy to accomplish.

Keeping Sales Territories within a State Boundary2018-09-11T10:03:00+00:00

Changing Sales Territory Colors


In this AlignMix 2016 feature update you will learn how to change the colors of your territories. You can even change the color scheme so that those who have a color impairment can use and see the entire sales territory alignment with ease.

Changing Sales Territory Colors2018-09-11T10:03:05+00:00

Easy Sales Rep Assign


You can easily assign and re-assign sales representatives to their territories with just one click. Simply pull up the territory table tab and then click on any field that says open under the “sales rep” column to select the sales rep you want assigned to that territory. This video will show you how to do all of that in less than a minute.

Easy Sales Rep Assign2018-09-11T10:03:14+00:00