How To Delete Sales Territories


There are several ways to delete sales territories in AlignMix. You can right click on a sales territory and then select delete. You can also use the sales territory table view and select multiple sales territories at once and then delete them

How To Delete Sales Territories2017-09-20T11:54:03+00:00

Assigning Only Accounts to Sales Territories


In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order to just assign these special sales accounts you just have to change the alignment scope to “only accounts” and then using the lasso tool you will be able to easily assign accounts without reassigning zip codes.

Assigning Only Accounts to Sales Territories2017-09-20T11:55:19+00:00

Customize the Account Segment Legend


You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.

Customize the Account Segment Legend2017-09-20T11:56:40+00:00