You can now easily delete a list of accounts from your AlignMix file. Simply copy any list of accounts and then paste them into AlignMix. Follow the prompts on the screen. You can choose to un-assign, assign, create a new territory, and delete accounts.
You can now create static layers in AlignMix that you can use for current and future sales territory Alignments. These static layers can represent old sales territory boundaries so that you can track how sales territories have changed from start to finish.
Removing accounts from your sales territory maps has become much easier in the newest feature update in AlignMix. You can now use the lasso tool to select an area on your map and then with two clicks you can delete the accounts that are found in that selected area
Sales reps are known for moving from one company to the next. This is why when creating sales territories you have to be able to make changes to sales reps on the fly. Using AlignMix you can easily: Edit Sales Reps Add Sales Reps Move Sales Reps Delete Sales Reps
Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this fourth keyboard shortcuts video you will learn how to: Zip code Search Configure Layers Segmentation Options Hot Spot View Create an Index Create Static Layer Adding these keyboard shortcuts to your sales territory tool box will help you come one step closer to […]
AlignMix now lets you change the icon for your sales reps. You can now choose from over 100 different icons that represent your sales reps, warehouses, or office locations with just a few clicks of the mouse.
Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this third keyboard shortcuts video you will learn how to: Radial Tool Pull Up Territory Properties Re-color Tool Undo/Redo Account Color Change Adding these keyboard shortcuts to your sales territory design skill set will help you become an AlignMix power user.
Creating balanced sales territories has just became even easier with AlignMix 2016. With a few clicks you can change the icon, color, and size of each sales account segment that you have imported into your AlignMix file.
Keyboard shortcuts allow users to navigate and use AlignMix faster and more efficiently. In this second keyboard shortcuts video you will learn how to: Batch Print Full Screen Mode Zoom Out 100% Bring up the Options Menu Adding these keyboard shortcuts to your sales territory design arsenal will help you become an AlignMix power user.
Creating a Sales Territory Alignment index is the cornerstone of creating balanced and optimized sales territories. AlignMix now comes with the “Create Index” tool that allows you to create new sales territory indexes in seconds. The index is calculated for every single territory using the parameters that you set using the data sets that have […]