Finding and reassigning accounts can be a real hassle without the proper tools. In this brief video you will learn how to copy and paste a list of accounts from Excel and paste them into AlignMix so that you can first find these accounts and then reassign them to another sales territory. This is one of the easiest ways that you can create account overrides, also known as special ownership accounts.

2017-09-21T11:42:32+00:00