Chapter 1: The Data Import Process

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Chapter 1: The Data Import Process

The Data import process in AlignMix is very easy. All you need is a properly formatted Excel file with all of your account data.

 

Data Recommended for Account Based Alignment:

Account ID

Account Name

Account Address

Account City

Account Zip

Account Segment

Workload

Sales

Potential

Assigned Territories

Assigned Sales Reps

 

Data Recommended for Zip Based Alignment:

Zip Code

Zip Workload

Zip Sales

 

Sales Rep Data:

Rep Name

Rep Home Zip

Assigned Territory