Using the Lasso Tool in AlignMix
This short video shows how to use the Lasso Tool in AlignMix to select zip codes,
accounts, or entire territories and apply changes such as reassignment, deletion,
or territory creation.
What this video covers
- Lassoing zip codes and sales accounts
- Understanding the Map Query summary
- Assigning lassoed areas to new or existing territories
- Unassigning or deleting accounts
- Resetting account overrides
Lasso Tool alignment scopes
- Zip Codes & Accounts – selects both geography and accounts
- Accounts Only – assigns accounts without moving boundaries
- Zip Codes Only – reassigns geography without accounts
Using the Lasso Tool with hierarchies
- Lasso entire territories in District Map View
- Lasso entire districts in Region Map View
- Apply bulk changes across hierarchy levels