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AlignMix Options | AlignMix

AlignMix Options

By Joey | February 3, 2020

The AlignMix options allows you to customize the appearance of your maps and what terms are used for each level of hierarchy. The options can also be used to set AlignMix to low resource mode which will allow slower computers to use the software for mapping and creating sales territories. There are currently four sections …

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Region Assign | AlignMix

Region Assign

By Joey | January 27, 2020

Creating Districts and Regions can only be created if you are using the Pro version of AlignMix. The Pro version allows you to create a hierarchy. By default, you have territories assigned to districts, and districts assigned to regions. These terms are set by default and can be changed by modifying the terms in the …

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Lasso Tool | AlignMix

Lasso Tool

By Joey | January 20, 2020

The lasso tool allows you to lasso zip codes and/or accounts. When you let go of the lasso tool you will see a summary of everything you have just lassoed. From this summary view you can then view the zip code and account tabs that will show you everything you have lassoed using the lasso …

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Territory Properties | AlignMix

Territory Properties

By Joey | January 13, 2020

The territory properties is where you can easily change the name and ID of your sales territory and also change the sales rep assignment and district assignment. From these properties you can also lock the territory, change the color and also view a summary of all the data sets and accounts assigned to this one …

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Where are my Sales Territories? | AlignMix

Where are my Sales Territories?

By Joey | January 6, 2020

There are many ways to import your data into AlignMix. Sometimes when you import data you may not see what you were expecting to see. For example, when you import a list of your sales accounts that includes the assigned sales territory and sales rep you may expect to see geographic sales territories appear on …

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Exporting Full Zip Code List | AlignMix

Exporting Full Zip Code List

By Joey | January 2, 2020

AlignMix allows you to export a full list of every zip code that exists in your AlignMix file. This same process applies to any country that you are using. If you are working on a map for Canada, then this process would export the Canadian FSAs into an excel file. The zip code export will …

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Assign Territories to Districts | AlignMix

Assign Territories to Districts

By Joey | December 25, 2019

The Pro version of AlignMix allows you to create a three-level hierarchy. You can assign sales territories to districts and districts to regions. By default, the three levels are called territories, districts, and regions but you can change this in the AlignMix options. If your organization only uses two levels, then you can ignore the …

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Delete Sales Accounts | AlignMix

Delete Sales Accounts

By Joey | December 20, 2019

 Any data set that is imported into AlignMix can be deleted with just a few clicks. You can delete all of the data in the map or you can delete data in a small section that you lasso. You can also delete individual accounts with data if you imported sales accounts with an account …

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Rename Sales Territories | AlignMix

Rename Sales Territories

By Joey | December 2, 2019

By default, AlignMix will name newly created sales territories “territory 1, Territory 2, Territory 3, and so on”. If you have imported your own sales territories those territories will reflect the same names that you imported but when you add a new sales territory it will also start at “territory 1”. If you create multiple …

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