Watch: Removing Sales Reps in AlignMix
What this video covers
This video demonstrates how to manage sales reps in AlignMix, including adding, editing, moving, and deleting reps as your sales organization changes.
Why flexible sales rep management matters
Sales teams are constantly evolving as reps join, leave, or move between roles. Territory plans must be flexible enough to accommodate these changes without requiring a full realignment every time.
Sales rep actions supported in AlignMix
- Add new sales reps to an existing territory structure
- Edit sales rep details such as name, role, and home location
- Move sales reps between territories or hierarchy levels
- Delete sales reps when they leave the organization
When to update sales reps
You can update sales reps at any point during territory planning, realignment, or ongoing maintenance. These changes can be made independently of territory boundary updates, allowing you to keep assignments current without disrupting geographic coverage.
Next steps
After updating your sales reps, review territory assignments and performance metrics to ensure continued balance and effective coverage across your sales organization.