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 […]
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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 […]
In this one minute tip you will learn how to navigate AlignMix.
In this one minute tip you will learn how to create sales territories. This video will cover the touch align tool, the circle select tool, and also the zip code lasso tool. With these tools you’ll be able to design sales territories in just a few minutes.
In this one minute tip you will learn how to use keyboard shortcuts in AlignMix.
In this one minute tip you will learn how to change and customize your sales territory and sales account labels.
In this one minute tip video you will learn how to assign sales territories to districts/regions.
In this one minute tip you will learn how to view all of your sales territory data in a table. This sales territory table will total all the data you have imported by sales territory making it easy to view your sales territory data all at once.