Alignment Scope

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Alignment Scope


In AlignMix you can adjust what exactly you want to align, whether its zip-codes and accounts or just zip-codes or only accounts. This is also the process you would use to create account overrides (assigning accounts to territories other than the one in is located within)



Chapter 5 Alignment Scope Step 1


Zip codes and Accounts

-Using this scope will allow you to assign both Zip codes and accounts while using any of the alignment tools


Zip codes

-Using The Zip code scope will only align zip codes and leave the accounts aligned to the original territory


Only Accounts

-Using the accounts scope will only align accounts and leave the zip codes untouched