Category Archives: Helpful Tips

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

Assigning Only Accounts to Sales Territories

In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order […]

Importing County Based Sales Territory Data

In order to import any County based data you first need make sure you have FIPS codes for your data. FIPS codes are 5 digit county codes that identify counties. You cannot use county names in AlignMix because there are many counties in different states that have the same names. That is why you need […]

The Difference Between Account Data and Zip Code Data

This is a question that is asked quite often. What is the difference between account data and zip code data? Account data is linked to an account that is assigned to a zip code. Whereas zip code data is linked to an entire zip code. Accounts do not have to be assigned to the same […]