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    Home » FAQ

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
  • How to install German Map

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 

Navigation

  • Zoom
  • Options
  • Touch Align
  • Alignment Tools
  • Alignment Scope
  • Keyboard Shortcuts
  • Changing Sales Territory Colors
  • Sales Territory Lock
  • Zip Code Search
  • Switching Between Tabs
  • Default Settings

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

sales Reps

  • Import Sales Reps
  • Manually Create and Re-assign Sales Reps
  • Reassign Reps
  • Delete Reps
  • Change Sales Rep Icons
  • Create and View District Managers
  • Create and View Region Managers
  • Promote Sales Reps to District Manager
  • Finding Imported Sales Reps

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 

Thematic Maps

  • Hot Spots
  • Over Under Thematic Map
  • Zip Code Thematic Map
  • Territory Thematic Map
  • Bi-Variate Thematic Map
  • Charts

Exports

  • Save and Copy Maps
  • Export to Excel
  • Exporting Full Zip Code List
  • Batch Export
  • PDF High Resolution Export
  • PowePoint Export
  • Copy data to Clipboard
  • KML Google Export
  • Single Territory KML Export
  • Static Layer Export
  • Filter Data by Static Layer
  • Export Thematic Maps
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Cozmix Inc. 1540 International Pkwy Suite 2000 Heathrow Florida, 32746 USA
  • Products
    • AlignMix Versions
    • International Geography
  • Services
    • Sales Territory Design
    • Customer Segmentation
    • Sales Force Sizing
    • Expert Configuration
    • On-Site AlignMix Training
  • Support
    • How To Videos
    • FAQ
    • Pro Download
    • Technical Specifications
    • Sales Territory Mapping
  • About Us
  • Contact Us
  • Book a Demo
  • Download Trial
  • Buy

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