AlignMix will default to creating sales territories by 5 digit zip code. But what if you are only interested in creating county based sales territories? Well, in just a few clicks you can change the base geography in AlignMix and also set it as the default setting for future county based territory maps. Simply […]
In AlignMix you can easily change the default verbiage settings to match what your company uses in house. If you don’t have sales territories but do have sales areas then you can make that change with a few clicks. You can also change what you call Sales Reps, Customers, and Districts.
In just a few clicks you can add and assign new sales reps to your sales territories. Simply right click on the sales territory and then click on properties. In this screen you click the plus sign next to sales rep and then type in the sales reps name and the home zip code, and […]
When displaying sales territory data via the sales territory label you may forget which data set you are actually looking at (especially if you have multiple territory labels). This is why in AlignMix you can add a custom sales territory label prefix to any sales territory label. You simply click on Configure layers and then […]
In AlignMix you can customize the icons for each sales account and also modify at what zoom level each icon appears at. This allows you to create the best type of map display for your business.
If you have not imported Sales territory names and are starting from scratch AlignMix will default to naming your sales territories; sales territory 1, sales territory 2, sales territory 3. If this system works for your sales territory design then you do not need to make any changes. But, if you would like to change […]
In this AlignMix How to Video you will learn how to copy data directly from AlignMix and place it on your clipboard. This allows you to then easily paste this data into Excel or Word for easy sharing.
In this first one minute tip you will learn how to find help when using AlignMix. The best place to start is the how-to section. You can also check out the quick start guide, this covers AlignMix from start to finish.
In this one minute tip you will learn how to import your data without getting any errors. If this is your first time working with a sales territory design software it may seem tricky at first. But once you give it a try you will see that the import process is pretty easy. The one […]