Un-assigning Accounts (Lasso)

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Navigation:  Chapter 5: Creating Balanced Territories > Un-assigning Zip Codes and Accounts >

Un-assigning Accounts (Lasso)

Using the lasso select tool you can select an area on the map and un-assign all the accounts that are located in the lassoed area.

 

 

Step 1: Open an AlignMix File

Chapter 5 Unassign Accounts Step 1

 

Step 2: Select the Lasso Tool

Chapter 5 Unassign Accounts Step 2

Select the Lasso select tool from the home menu. You can also use the Circle select tool, but for this example we will only use the lasso select tool

 

Chapter 5 Unassign Accounts Step 2a

In order to select and un-assign zip only accounts make sure to have "only Accounts" selected as seen in the image above

 

Step 3: Select the Area with the Lasso tool

Chapter 5 Unassign Accounts Step 3a

Using your mouse left click on the map and now lasso the area and let go. In this example I will select an area in Austin.

 

Chapter 5 Unassign Accounts Step 3b

As soon as you let go a pop will appear with a summary of the newly lassoed area. Now click Next.

 

Step 4: Select the Action

Chapter 5 Unassign Accounts Step 4

Now, simply select the third option (1) Unassign Zip Codes and Accounts and then click Next (2)

 

 

That's It!

Chapter 5 Unassign Accounts Step 6

As soon as you click next the accounts you have selected will be set to unassigned. To confirm type F5 on your keyboard to toggle the Account View. The accounts that are displayed in Black are the accounts that are un-assigned.