Accounts change hands constantly. A rep resigns, a key relationship moves, a data fix lands an account in the wrong book. The mechanics sound trivial until you’re hunting one account among 20,000 pins on a national map. Here’s how to find any account fast and reassign it cleanly, without breaking your territory design.
Finding the Account
In AlignMix, imported accounts are searchable. Look one up by name and the map zooms to it, showing its current territory and rep. No panning, no guessing which metro it’s in. From there, reassignment is a click: move it to a neighboring rep, or to any rep in the alignment.
The Two Kinds of Reassignment
Geographic reassignment happens because the ZIP moved territories, part of a realignment; it’s handled automatically when you update ZIP assignments, and the account follows its geography. Account-level reassignment moves the account on its own, independent of geography, for a relationship handoff, a specialist assignment, or a vacancy patch. That creates an account override: the ZIP stays with its territory, the account carries its own owner. Keep these deliberate and documented; they’re exceptions, not the norm.
Common Reassignment Scenarios
When a rep departs, reassign their key accounts individually, as overrides to neighbors, while the vacancy’s open, then retire the overrides when the replacement starts; the map keeps coverage visible the whole time. When a customer asks for a specific rep, an override preserves the geography while honoring the request and leaving an audit trail. And when the problem is a mis-imported account, wrong ZIP or wrong ID, fix it in the source data and re-import, because reassigning it by hand just hides the data problem.
Watch: Finding and Reassigning Accounts
Keep the Downstream Systems in Sync
Every reassignment matters to comp and CRM. After a batch of account moves, export the account list, overrides included, and feed it to the systems that credit and route. The map should be the source of truth, not a side notebook.
Frequently Asked Questions
How do I move an account to a different sales rep?
Search for the account on the map, open it, and reassign it to the new rep. That creates an account override, which persists independently of territory boundaries.
What happens to reassigned accounts during a realignment?
Overrides travel with the account, not the map, so they survive boundary changes. Review them each realignment cycle to retire ones that no longer have a reason.
Can I reassign many accounts at once?
Yes. Update the rep assignments in your account spreadsheet and re-import; bulk changes apply in one pass.
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