Category Archives: Helpful Tips

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

A Complete Guide On How To Un-assign Zip Codes

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 […]

A Guide In Using Easy Sales Territory Lock

] 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.

Creating County Based Sales Territories

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 […]