Any data set that is imported into AlignMix can be deleted with just a few clicks. You can delete all of the data in the map or you can delete data in a small section that you lasso. You can also delete individual accounts with data if you imported sales accounts with an account ID. […]
By default, AlignMix will name newly created sales territories “territory 1, Territory 2, Territory 3, and so on”. If you have imported your own sales territories those territories will reflect the same names that you imported but when you add a new sales territory it will also start at “territory 1”. If you create multiple […]
The batch export tool allows you to easily export all of your sales territories as image and excel files with just a few clicks. Many AlignMix users use the batch export to share the newly created sales territories with sales reps before finalizing the territory alignment. Any label and layer that you have enabled on […]
AlignMix has gone global! We’re excited to announce the release of the new Countries of the World dataset for Pro users of AlignMix. You can now create sales territory maps by grouping countries together. For the purpose of importing or exporting your data, each country is identifies by their International 3 Digit ID. All the […]
Sharing Maps and Data Sharing sales territory maps and data after you have completed a sales territory redesign project is extremely important to the majority of AlignMix users. Sales reps, district managers and region managers may want to preview what sales territories look like before going live and confirm if certain accounts are assigned to […]
One of the biggest perks of using a sales territory mapping platform is to display the locations of your sales accounts/clients while at the same time viewing all of your sales territories. The two most important pieces of information that you need in order to import your sales account data is the location (Zip code) and the account name. Below you will find 7 tips for mapping sales accounts.