You can now use the Zip Code Search tool to locate Zip Codes in your sales territory maps. Simply type [ctrl+f] to pull up the search box, then type in the zip you are searching for. The search tool will automatically zoom to the zip code you are searching for and center it on your screen. […]
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
Why account imports don’t create geographic territories 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
Overview: Importing Sales Reps and Managers 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
Watch: Importing Sales Accounts 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, AlignMix will locate any duplicates and merge the data into a single icon on the map. Using segmentation allows you to display
Learn how to combine the maps and data from AlignMix into a PowerPoint presentation.
Exporting Maps & Data to a PowerPoint Presentation Read More »
Why Sales Territory Labels Sometimes Appear Missing When importing or creating sales territories, you may notice that one or two labels appear to be missing. Most often this occurs with Alaska and Seattle. By default, AlignMix centers the label over the largest land mass of a territory. In cases where Alaska is combined with Seattle,
Change Sales Territory Colors in AlignMix This short video shows how to change sales territory colors in AlignMix so adjacent territories are easy to distinguish on the map. What this video covers Changing the color of a single sales territory Recoloring territories using the Re-Color tool Applying color palettes to multiple territories Using custom colors
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
