Helpful Tips

Changing Sales Territory Colors

In this AlignMix 2016 feature update you will learn how to change the colors of your territories. You can even change the color scheme so that those who have a color impairment can use and see the entire sales territory alignment with ease.
Helpful Tips

Easy Sales Rep Assign – A Complete Simple Guide

You can easily assign and re-assign sales representatives to their territories with just one click. Simply pull up the territory table tab and then click on any field that says open under the \"sales rep\" column to select the sales rep you want assigned to that territory. This video will ...
Helpful Tips

AlignMix Views – The AlignMix Radial Tool

The AlignMix Radial Tool is an easy way to access several options for your selected territories. The Radial Tool can be used at any time while using the AlignMix 2016 Territory Mapping Software. The video above will show you how to use this tool step by step. With the Radial ...
Helpful Tips

Finding and Fixing Non-Contiguous Sales Territories

Non-contiguous territories are territories that have islands or little satellites of zip codes located in another sales territory. Typically these occur by accident and need to be cleaned up and fixed in order to have a properly designed sales territory design. There are occasions where these areas are intentional (similar ...
Helpful Tips

AlignMix Creating A Sales Territories – New Touch Align Tutorial

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 ...
Helpful Tips

Auto Assign Account ID to Sales Data

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 ...
Helpful Tips

Using Hide to Toggle Sales Territory Visibility

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 ...
Helpful Tips

Assigning Sales Territories to Districts

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 ...
Shopping Cart
Scroll to Top