Assigning Only Accounts to Sales Territories

In AlignMix you are not limited to just reassigning zip codes or counties and accounts at the same time. You can also re-assign sales accounts without moving territory boundaries. Some organizations will call these types of accounts “special ownership” , “Account Overrides’ or “Key Accounts”. These terms will vary from company to company. In order to just assign these special sales accounts you just have to change the alignment scope to “only accounts” and then using the lasso tool you will be able to easily assign accounts without reassigning zip codes.

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