Rename Sales Territories

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 sales new sales territories and then delete sales territory 2, and then add a new territory, that new territory will also be called sales territory 2. The software will recognize that territory 1,3,4,5,6,7, have been assigned but is missing number 2. AlignMix will make the new sales territory that you just created “territory 2”.

To rename a sales territory you can right click on a territory to pull up the radial tool and then click on territory properties. The territory properties will show you a pop up showing you all the details pertaining to this one sales territory. If this territory has a sales rep assigned it will show that assignment in the first drop down box. If this sales territory is assigned to a district (second level of hierarchy) you will see that in the second drop down. At the bottom of this pop up you will also see the total sums of every data set that is assigned to this sales territory along with an account segment count. The top portion of this pop up is where you can change the name and ID of the sales territory.

During the import process you can import a sales territory ID and a sales territory name. Some companies just use the territory ID. If you import just one field, the software will duplicate this one field across both the ID and the name. The main reason to use an ID and name is if you have a numeric number representing the ID and then a text identifier for the name. For example, the northern New York State territory would be territory ID 202, and the name would be Buffalo. There is no official way to correctly name your sales territories. Do what works best for your company so that you can easily locate your sales territories and add new territories in the future.

To change the name of the territory ID or name you simply open the territory properties and then erase what is currently in those fields and replace it with the name and ID that you want for that sales territory. Many users simply duplicate the same territory across both fields. But you can have something different for each one.

You can also rename a sales territory from the territory table view. To access the tables simply click on the plus button to open a new tab, select tables from the left side, and then select territories (the first option). This view will show you all your sales territories in table view. All of your imported data sets will also be shown here summed up to the sales territory level. On the left side if this table you will see the territory ID and territory name. You can click on these fields and rename each territory from this view. You can also assign different sales reps to each territory by double clicking on the sales rep name in this table view.

This same process can be used to rename the other two levels of hierarchy. By default, those two levels are the sales district and sales region. You may have changed this when starting a new file. To change the name of the district (second level) open a new tab and then click on district map view. Now you will see your sales districts. You may have created these assignments during the territory import or you may have created these assignments manually. You will see a red number appear in the middle of each district. This shows the total number of territories that are assigned to each district. You can change this label in configure layers to show the name of the district. To change the name of the district you can right click on the district and then click on properties. Here you will see the district properties (exactly the same as in the territory properties). You can now change the first two lines, the district ID and District name.

You can also open up a district table and change the name and ID from that view. Just like you can in the territory table view. Basically, anything that you can do in the territory map view you can do in the district map view and region map view.

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