Easily un-assign zip codes and accounts that have been assigned to sales territories. Using the Touch Align tool and clicking the right button on your mouse you’ll be able to un-assign zip codes and accounts with ease. You can also use the lasso tools to select the area you wish to un-assign and then with […]
AlignMix is fast and easy to use (once you get the data into the software… ). That is the main question we are asked. “How do I best set up my sales territory alignment data so I can easily import it into AlignMix?” That is why I created this most recent video post. This is […]
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 […]