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        Helpful Tips

        AlignMix Creating A Sales Territories – New Touch Align Tutorial

        Posted on September 2, 2015July 12, 2020 by stevemaughan

        Touch Align is a technology breakthrough in both ease of use and power when it comes to sales territory mapping (we have a patent pending on this technology). In this new tutorial I show you how to use some of the more advanced features of Touch-Align, as well as the basics. You’ll learn: How to […]

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        Helpful Tips

        Auto Assign Account ID to Sales Data

        Posted on August 31, 2015May 19, 2021 by Joey

        AlignMix 2016 will auto assign a customer ID number to all of your accounts if they don’t already have one. This typically applies to smaller companies that have never had the time or resources to assign an ID number to each account. AlignMix will auto assign each account a number as they are imported into […]

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        Helpful Tips

        Using Hide to Toggle Sales Territory Visibility

        Posted on August 28, 2015September 11, 2018 by Joey

        The Hide tool is a very powerful tool that allows you to hide territories that you are not currently working on. Lets say you only want to focus on a few states in the Northeast. You can simply hide all of the other territories so that you can focus on just the ones that need […]

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        Helpful Tips

        Assigning Sales Territories to Districts

        Posted on August 28, 2015April 11, 2020 by Joey

        Assigning Territories to Districts from Steve Maughan on Vimeo. Many organizations have a hierarchy when it comes to their sales territories. It can either be districts then territories, or regions to territories, etc. That is why we decided that the newest version of AlignMix should allow users to do just that. You can assign your […]

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