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Finding and Fixing Non-Contiguous Sales Territories

By Joey | September 13, 2015

Non-contiguous territories are territories that have islands or little satellites of zip codes located in another sales territory. Typically these occur by accident and need to be cleaned up and fixed in order to have a properly designed sales territory design. There are occasions where these areas are intentional (similar to special account overrides) where […]

AlignMix Creating A Sales Territories – New Touch Align Tutorial

By stevemaughan | September 2, 2015

Touch Align is a technology breakthrough in both ease of use and power when it comes to sales territory mapping (we have a patent pending on this technology). In this new tutorial I show you how to use some of the more advanced features of Touch-Align, as well as the basics. You\’ll learn: How to […]

Auto Assign Account ID to Sales Data

By Joey | August 31, 2015

AlignMix 2016 will auto assign a customer ID number to all of your accounts if they don\’t already have one. This typically applies to smaller companies that have never had the time or resources to assign an ID number to each account. AlignMix will auto assign each account a number as they are imported into […]

Using Hide to Toggle Sales Territory Visibility

By Joey | August 28, 2015

The Hide tool is a very powerful tool that allows you to hide territories that you are not currently working on. Lets say you only want to focus on a few states in the Northeast. You can simply hide all of the other territories so that you can focus on just the ones that need […]

Assigning Sales Territories to Districts

By Joey | August 28, 2015

Assigning Territories to Districts from Steve Maughan on Vimeo. Many organizations have a hierarchy when it comes to their sales territories. It can either be districts then territories, or regions to territories, etc. That is why we decided that the newest version of AlignMix should allow users to do just that. You can assign your […]

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