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        Helpful Tips

        Importing Sales Reps

        Posted on February 24, 2020May 18, 2020 by Joey
        Importing Sales Reps | AlignMix

        In AlignMix you are able to have sales reps assigned to sales territories. In the Pro version of AlignMix you can also have district managers assigned to districts and region managers assigned to regions. You can create the sales reps manually from within the AlignMix software or import a full list of sales reps directly […]

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        Helpful Tips

        Territory Tables

        Posted on February 17, 2020May 21, 2020 by Joey
        Territory Tables | AlignMix

        The territory table view shows all the sales territories that you have created in an easy to understand and use table view. In this table all the data is summed up to the territory level. You can also edit the territory ID/Name, assign/reassign sales reps, and assign/reassign the sales territories to districts (first level of […]

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        Helpful Tips

        Territory Lasso Tool

        Posted on February 10, 2020May 21, 2020 by Joey
        Territory Lasso Tool | AlignMix

        The territory lasso tool operates the same way that the zip code lasso does. You simply click and drag out an area that you want lassoed. The main different between the tools is that the zip code lasso tool will lasso zip codes and then you can lasso a custom shape. The territory lasso only […]

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        Helpful Tips

        AlignMix Options

        Posted on February 3, 2020May 18, 2020 by Joey
        AlignMix Options | AlignMix

        The AlignMix options allows you to customize the appearance of your maps and what terms are used for each level of hierarchy. The options can also be used to set AlignMix to low resource mode which will allow slower computers to use the software for mapping and creating sales territories. There are currently four sections […]

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        Helpful Tips

        Region Assign

        Posted on January 27, 2020May 21, 2020 by Joey
        Region Assign | AlignMix

        Creating Districts and Regions can only be created if you are using the Pro version of AlignMix. The Pro version allows you to create a hierarchy. By default, you have territories assigned to districts, and districts assigned to regions. These terms are set by default and can be changed by modifying the terms in the […]

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        Helpful Tips

        Lasso Tool

        Posted on January 20, 2020May 21, 2020 by Joey
        Lasso Tool | AlignMix

        The lasso tool allows you to lasso zip codes and/or accounts. When you let go of the lasso tool you will see a summary of everything you have just lassoed. From this summary view you can then view the zip code and account tabs that will show you everything you have lassoed using the lasso […]

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        Helpful Tips

        Territory Properties

        Posted on January 13, 2020May 21, 2020 by Joey
        Territory Properties | AlignMix

        The territory properties is where you can easily change the name and ID of your sales territory and also change the sales rep assignment and district assignment. From these properties you can also lock the territory, change the color and also view a summary of all the data sets and accounts assigned to this one […]

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        Helpful Tips

        Where are my Sales Territories?

        Posted on January 6, 2020May 21, 2020 by Joey
        Where are my Sales Territories? | AlignMix

        There are many ways to import your data into AlignMix. Sometimes when you import data you may not see what you were expecting to see. For example, when you import a list of your sales accounts that includes the assigned sales territory and sales rep you may expect to see geographic sales territories appear on […]

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        Helpful Tips

        Exporting Full Zip Code List

        Posted on January 2, 2020May 21, 2020 by Joey
        Exporting Full Zip Code List | AlignMix

        AlignMix allows you to export a full list of every zip code that exists in your AlignMix file. This same process applies to any country that you are using. If you are working on a map for Canada, then this process would export the Canadian FSAs into an excel file. The zip code export will […]

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        Helpful Tips

        Assign Territories to Districts

        Posted on December 25, 2019May 21, 2020 by Joey
        Assign Territories to Districts | AlignMix

        The Pro version of AlignMix allows you to create a three-level hierarchy. You can assign sales territories to districts and districts to regions. By default, the three levels are called territories, districts, and regions but you can change this in the AlignMix options. If your organization only uses two levels, then you can ignore the […]

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