Here’s a small workflow that saves a surprising amount of clicking: copy a set of accounts to your clipboard, then do something with them in one move, spin them into a new territory, add them to an existing one, or delete them. It turns “select, then hunt for the right command” into a single, deliberate action.
What You Can Do With Copied Accounts
Once you’ve copied account data to the clipboard, AlignMix lets you choose what happens next: create a new sales territory from those accounts, assign them to an existing territory, or delete the selected accounts. So a group of accounts becomes the seed of a territory, or moves as a batch, without you reassigning them one at a time on the map.
Watch: Copying Account Data
Where It Comes in Handy
The create-a-territory option is the standout. If you’ve got a natural cluster of accounts, a key-account book, a set you filtered out in Excel, copying them and building a territory around them is faster than drawing the territory and hoping you caught them all. The assign and delete options are the quick way to move or clear a batch you’ve already identified. It pairs with the other clipboard trick, copying territory data out for a quick figure, so the clipboard works in both directions: pull numbers out, push account actions in.
Frequently Asked Questions
What can I do after copying account data to the clipboard?
Create a new territory from the accounts, assign them to an existing territory, or delete the selected accounts, all in one step.
Can I build a territory from a specific list of accounts?
Yes. Copy the accounts to the clipboard and choose to create a new sales territory from them, which is quicker than drawing the territory by hand.
Is this the same as exporting data?
No. This copies accounts so you can act on them inside AlignMix. Copying territory figures out to paste into Excel or an email is a separate clipboard action.
Turn a list of accounts into a territory. Try AlignMix free or book a demo.