Watch: Filtering Accounts in AlignMix
What this video covers
This video explains how to use the Filtering Accounts tool in AlignMix to isolate specific accounts within a selected area on the map and take targeted actions on those accounts.
What is account filtering?
Account filtering allows you to draw a selection area on the map and drill into only the accounts contained within that geography. From there, you can focus on specific account segments or territories without affecting the rest of the map.
Actions you can take after filtering
- Reassign selected accounts to another sales territory
- Create a brand-new sales territory from the selected accounts
- Unassign the selected accounts from their current territory
- Assign the selected accounts to an existing territory
When to use account filtering
- Moving a specific customer segment out of a territory
- Handling special ownership or key account scenarios
- Cleaning up account assignments during realignments
- Making targeted changes without adjusting territory boundaries
Next steps
After filtering and reassigning accounts, review territory balance and account distribution to ensure coverage remains aligned with your sales strategy.