In order to display different sales accounts (account segments) on your map you need to import them as different segments during the initial account import process. Watch the video above to learn how to do this.
If you are interested in using AlignMix for countries other than the USA then make sure to first download AlignMix from the international page. Then in just a few clicks you’ll be able to access the international maps that come free with AlignMix.
] You can now lock sales territories with one click of the mouse. All you have to do is hold the “L” button on your keyboard and then left click on a sales territory. This will lock the sales territory and prevent any accidental changes that may occur while redesigning the rest of your sales territories.
Using the lock sales territory tool you can make sure that no changes will be made to sales territories that have been completed. This tool is used to keep track of which sales territories are completed and which ones still need some adjustments.
Using AlignMix you can create ZIP-Code or County Based Sales territories. In order to create a county based sales territory design you first need to make sure that you have FIPS codes for all of your counties. FIPS codes are 5 digit unique identifiers for each county. Without that you wouldn’t be able to locate […]
One of the most useful tricks that you need in your sales territory design arsenal is the state border alignment trick. If you select the touch align tool and then hold Ctrl on your keyboard, then the territory you are creating will not cross state borders. This is very useful when you are creating state […]
Setting account labels has been the most requested sales mapping feature of the past year. We are happy to announce that it is now available in the newest update. You can now assign account labels to each account segment and choose at what zoom level they appear.