Sometimes two territories should really be one. A rep retires and their patch gets folded into a neighbor’s. A market shrinks and two thin territories make more sense combined. Whatever the reason, merging is one of those jobs that’s tedious by hand and quick with the right tool.
How Merging Works in AlignMix
Grab the territory lasso tool and lasso the two territories you want to combine. Follow the prompts, pick which of the two the pair should merge into, and you’re done. Every ZIP code from both territories now belongs to the survivor, with its accounts and totals rolled together. What would’ve been a long afternoon of reassigning ZIPs one by one takes a few clicks.
Watch: Merging Two Sales Territories
Before and After You Merge
A merge is a big move, so it’s worth a moment on either side of it. Before, decide which territory survives, usually the one whose name, rep, or reporting you want to keep, since everything folds into it. After, check the result: a merged territory is often too heavy, so shade an over/under thematic map to see whether it now towers over its neighbors, and if it does, shed a few ZIP codes to the surrounding territories to even things out. It’s also worth a quick contiguity check, because combining two separated territories can leave you with a non-contiguous shape.
If you’re merging because a rep left, the accounts inside may need attention too; here’s how to find and reassign accounts during a transition.
Frequently Asked Questions
How do I merge two sales territories in AlignMix?
Use the territory lasso tool to lasso both territories, then follow the prompt to choose which one they merge into. All ZIP codes and accounts combine into the survivor.
Should I rebalance after merging?
Usually yes. A merged territory is often heavier than its neighbors, so check balance on a thematic map and move a few ZIP codes out if it’s overloaded.
Can I undo a merge?
Rather than rely on undo, snapshot the alignment as a static layer before a big change like a merge, so you always have the pre-merge boundaries for reference.
Combine territories in a couple of clicks. Try AlignMix free or book a demo.