Update Geography

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Update Geography

AlignMix comes preloaded with the most accurate and up-to-date geography shapes. In order to ensure that your sales territory design remains up to date you need to update your geographies twice a year.

 

Step 1: Click on Update Geography

Chapter 2 Update Geography Step 1a

 

Click on File (1) to pull up the AlignMix options

 

Chapter 2 Update Geography Step 1b

Next, select Update Geography (2)

 

Chapter 2 Update Geography Step 1c

Now you will see a pop up that asks if you would like to save the current file before continuing. Make your selection and then move on to the next step.

 

 

Step 2: Select the New Geography Update

Chapter 2 Update Geography Step 2

Select the new version from the drop-down (1), then click OK (2)

 

That's It!

As soon as you click OK, the Update will be installed and you can continue creating sales territories.