Customizing Data Formats

Using the data definition tool you can customize the formatting of any data set that you have imported into AlignMix. This will allow you to see the total sales for a sales territory or even show you the total population of a selected area. It all depends on what data sets you have imported into AlignMix.

Un-assign Zip Codes

Easily un-assign zip codes and accounts that have been assigned to sales territories. Using the Touch Align tool and clicking the right button on your mouse you’ll be able to un-assign zip codes and accounts with ease. You can also use the lasso tools to select the area you wish to un-assign and then with a few clicks you can confirm that change to your sales territory design

Importing Demographic Data

If you have purchased the Demographic Data Pack then you may be wondering how to import them into AlignMix. The above video will show you how to do this step by step.