You can display sales account labels for every sales account that you have imported. All it takes is just one click. Under view you select account labels. Now when you zoom into your sales territories you will be able to see the name of every sales account.
In this AlignMix how to video you will learn how to merge two sales territories into one. To do this you simply use the territory lasso tool and lasso two territories. Then you follow the prompts and choose which territory the two of them should be merged into.
AlignMix will default to creating sales territories by 5 digit zip code. But what if you are only interested in creating county based sales territories? Well, in just a few clicks you can change the base geography in AlignMix and also set it as the default setting for future county based territory maps. Simply open AlignMix and then click on new. From the drop down menu you can now select the base geography you want to use for your new sales territory map.
In AlignMix you can easily change the default verbiage settings to match what your company uses in house. If you don’t have sales territories but do have sales areas then you can make that change with a few clicks. You can also change what you call Sales Reps, Customers, and Districts.
In just a few clicks you can add and assign new sales reps to your sales territories. Simply right click on the sales territory and then click on properties. In this screen you click the plus sign next to sales rep and then type in the sales reps name and the home zip code, and click okay. That is it! You have now added a new sales rep and and assigned them to a sales territory.
When displaying sales territory data via the sales territory label you may forget which data set you are actually looking at (especially if you have multiple territory labels). This is why in AlignMix you can add a custom sales territory label prefix to any sales territory label. You simply click on Configure layers and then select territories. From here you simply add the caption for the sales territory label and click okay.
In AlignMix you can customize the icons for each sales account and also modify at what zoom level each icon appears at. This allows you to create the best type of map display for your business.
If you have not imported Sales territory names and are starting from scratch AlignMix will default to naming your sales territories; sales territory 1, sales territory 2, sales territory 3. If this system works for your sales territory design then you do not need to make any changes. But, if you would like to change that you can easily do that with just a few clicks.
In this AlignMix How to Video you will learn how to copy data directly from AlignMix and place it on your clipboard. This allows you to then easily paste this data into Excel or Word for easy sharing.