Category Archives: Helpful Tips

Tips and new feature announcements to help you use AignMix to its fullest.

Finding and Editing Account Overrides

Account overrides (Special Ownership Accounts) are accounts that reside in one territory but are actually assigned to a different sales territory and sales rep. These overrides may exist because of a typo or just accounts that have never been re-assigned to the proper territory. It is important to find these overrides to make sure they […]

Finding and Fixing Non-Contiguous Sales Territories

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 […]