A Guide In Using Easy Sales Territory Lock

] You can now lock sales territories with one click of the mouse. All you have to do is hold the “L” button on your keyboard and then left click on a sales territory. This will lock the sales territory and prevent any accidental changes that may occur while redesigning the rest of your sales territories.

Creating County Based Sales Territories

Using AlignMix you can create ZIP-Code or County Based Sales territories. In order to create a county based sales territory design you first need to make sure that you have FIPS codes for all of your counties. FIPS codes are 5 digit unique identifiers for each county. Without that you wouldn’t be able to locate […]

Keeping Sales Territories Within State Borders

One of the most useful tricks that you need in your sales territory design arsenal is the state border alignment trick. If you select the touch align tool and then hold Ctrl on your keyboard, then the territory you are creating will not cross state borders. This is very useful when you are creating state […]