The district properties allow you to change the name, ID, assigned sales district manager, and assigned region all from one easy to use view. The ability to create districts and regions is available only to AlignMix Pro users. AlignMix pro users are able to create three levels of hierarchy. By default, you have territories assigned […]
Category Archives: Helpful Tips
Tips and new feature announcements to help you use AlignMix to its fullest.
If you have only imported sales account/client data, you will notice that little icons will appear all over the map, but no geographic sales territories have appeared. This is because the account import is just that; accounts being imported. During the account import you may have also included the assigned sales territory. Including that column […]
In AlignMix you can import a sales personnel roster directly into the software and have all the assignments automatically created. If you are using the Pro version, you will be able to import district and region managers. By default, sales territories are assigned to districts and districts are assigned to regions. IF you name each […]
The account import will place icons on your sales territory map representing the location of every sales account. If you use an account ID for the sales account import you will see that the software will locate any duplicates and merge the data into one icon on the map. Using a segmentation will allow you […]
Learn how to combine the maps and data from AlignMix into a PowerPoint presentation.
When importing or creating sales territories you may notice that sometimes you will notice that one or two labels are missing. Most often this situation will occur with Alaska and Seattle. AlignMix by default will center the label over the largest mass of that territory. With Seattle and Alaska that label will fall over the […]
When creating sales territories in AlignMix or any other sales territory mapping application you need to easily change the colors of territories so that you do not have two territories side by side that are the same color. When this happens its hard to tell where one territory ends and the other starts. When importing […]
In AlignMix you are able to have sales reps assigned to sales territories. In the Pro version of AlignMix you can also have district managers assigned to districts and region managers assigned to regions. You can create the sales reps manually from within the AlignMix software or import a full list of sales reps directly […]
The territory table view shows all the sales territories that you have created in an easy to understand and use table view. In this table all the data is summed up to the territory level. You can also edit the territory ID/Name, assign/reassign sales reps, and assign/reassign the sales territories to districts (first level of […]
The territory lasso tool operates the same way that the zip code lasso does. You simply click and drag out an area that you want lassoed. The main different between the tools is that the zip code lasso tool will lasso zip codes and then you can lasso a custom shape. The territory lasso only […]