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.
There are two ways to access the AlignMix Help Manual. The first way is click on the “?” in the AlignMix Software. The second way is to scroll to the bottom of the AlignMix website and click on AlignMix Help Manual, or you can access it directly from this link.
You can now easily delete a list of accounts from your AlignMix file. Simply copy any list of accounts and then paste them into AlignMix. Follow the prompts on the screen. You can choose to un-assign, assign, create a new territory, and delete accounts.
You can now create static layers in AlignMix that you can use for current and future sales territory Alignments. These static layers can represent old sales territory boundaries so that you can track how sales territories have changed from start to finish.
Removing accounts from your sales territory maps has become much easier in the newest feature update in AlignMix. You can now use the lasso tool to select an area on your map and then with two clicks you can delete the accounts that are found in that selected area
Sales reps are known for moving from one company to the next. This is why when creating sales territories you have to be able to make changes to sales reps on the fly. Using AlignMix you can easily: Edit Sales Reps Add Sales Reps Move Sales Reps Delete Sales Reps
Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this fourth keyboard shortcuts video you will learn how to: Zip code Search Configure Layers Segmentation Options Hot Spot View Create an Index Create Static Layer Adding these keyboard shortcuts to your sales territory tool box will help you come one step closer to […]
AlignMix now lets you change the icon for your sales reps. You can now choose from over 100 different icons that represent your sales reps, warehouses, or office locations with just a few clicks of the mouse.