Importing sales territories in AlignMix is very easy. All you need is an excel file that has one column of zip codes and a second column with the corresponding assigned sales territory. This type of data can be exported from most sales mapping services/packages and even some CRM dashboards. To import this data (this data can […]
If you are looking to create sales territories for the first time then this is the video for you. You do not need any sales data or zip code information to start creating sales territories. All you need is to download AlignMix and then using the touch align tool you can start coloring in sales […]
Sales reps can leave your organization for many reasons. When this happens you will need to remove them from their once assigned sales territories. You can do this via the edit sales reps button. Simple select the sales rep you want to remove from your sales territory map and then click delete.
There are a few ways to delete sales accounts in AlignMix. You can lasso an area of accounts and then delete them. Or you can delete them by account ID number. You first select the account ID’s to delete in excel. Copy those to the clipboard. And then in AlignMix you click on paste from […]
There are several ways to delete sales territories in AlignMix. You can right click on a sales territory and then select delete. You can also use the sales territory table view and select multiple sales territories at once and then delete them
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 […]
You can now Customize the Account Segment Legend via the configure layers tool. Also, when you import your sales account data into the AlignMix mapping software, the software will now automatically auto fit all of your segments so that they all fit in one column on the right hand side of your screen.
You can now easily toggle between your open tabs with a simple keyboard shortcut. Ctrl + Tab. Just hold down the Ctrl key and then click tab to move to the next open tab in your open AlignMix file.
We recommend updating AlignMix every few weeks to make sure that you are using the most recent version of the software. Simpy click on file and then on update AlignMix application to start the update process.