Installation and ACtivation
- How to Download AlignMix
- How to Activate AlignMix
- How to re-activate AlignMix
- How to Transfer your AlignMix License
- How to de-activate AlignMix
- How to renew AlignMix Pro
- How to update AlignMix
- How to update AlignMix shapes
- How to download and install international shapes
- How to install Canadian FSA Shapes
Configuration
- How to Create a US Zip Code Based Alignment
- How to Create a US County (FIPS) Based Alignment
- How to Create Canadian (FSA) Alignment
- How to Show Territory Labels
- How to Import Existing Sales Territories
- How to Export your Data
- How to Export Maps
- Change World Colors
- Change the Color of Un-assigned Areas
- How to Delete Sales Territories
Views
- Territory Properties
- Configure Layers
- Radial Tool
- View and Customize Sales Territory Labels
- Customize Placement of Sales Territory Labels
- Sales Territory Label Captions
- Color of Accounts/Territories
- Using Hide to Toggle Sales Territory Visibility
- Table Views
- Hierarchy View
- Static Layers
- World Map Layer
- Thematic
- Charts
Imports
- Setting Up Your Data in Excel
- The Difference Between Account Data and Zip Code Data
- Zip to Territory Import
- Zip Code Population Data Import
- Importing Sales Accounts into Existing Map
- Importing Sales Accounts into Blank Map
- Importing Segmented Sales Accounts
- Importing Sales Reps
- Importing Sales Personnel Roster
- Importing US County Data
- Canada FSA Import
- Hierarchy Import
- Third Party Data Import
- Updating Data
- Customizing Data Appearance
- Delete Imported Data
- Error Reports
- Importing Data into International Maps
- 1 Minute Sales Territory Mapping Data Load Challenge
Creating Sales Territories
- Creating New Sales Territories
- Modify Existing Sales Territories
- Touch Align
- Lasso Tools
- Alignment Scope
- Locking Sales Territories
- Sales Territory Labels
- Sales Territory Index
- Clean Alignment Tool
- Copy and Paste to Clipboard
- Filtering Account and Territory Data
- Copy Data to Clipboard
- Finding and Fixing Non-Contiguous Sales Territories
- Renaming Sales Territories
- Territory Lasso
- Delete Territories
- Un-assign Zip Codes
- Keeping Sales Territories Within State Borders
- Merge Territories
- Where are my Sales Territories?
- Where is the Territory Label?
- Where to Start When Creating New Sales Territories
- Key Principles When Creating Sales Territories
- Change Territory Color
- Creating Sales Territory Static Layers
Accounts
- Importing Sales Accounts
- Updating Account Data
- Importing Segmented Accounts
- Hide Sales Account Icons
- Rename Account Segments
- Sales Account Labels
- Customize Sales account Icons
- Customize Account Legend
- Finding and reassigning accounts
- Alignment Scope
- Delete Sales Accounts
- Delete Data
- Copy Account Data
- Paste from Clipboard
- Filter Account Data
- Account Overrides
Hierarchy
- Default Settings
- Importing Hierarchy
- Create Districts
- District Map View
- District Table View
- Touch Align for Districts
- Rename Districts
- District Borders
- District Properties
- Delete Districts
- Create Regions
- Region Map View
- Region Table View
- Touch Align for Regions
- Rename Regions
- Region Borders
- Region Properties
- Delete Region
- Territory Boundaries
- Radial Tool
- District and region managers
- Change District and Region Colors
- District and Region Labels