Creating Sales Territories

If you are looking to create sales territories for the first time then this is the video for you. You do not need any sales data or zip code information to start creating sales territories. All you need is to download AlignMix and then using the touch align tool you can start coloring in sales territories. It’s that easy. You can always import client data later once you have created your sales territories. AlignMix Standard is a free mapping solution that will allow you to create sales territories for free. If you are looking to import sales data and do some mapping analytics then you will need to upgrade to the Pro version.

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  1. […] Importing sales territories in AlignMix is very easy. All you need is an excel file that has one column of zip codes and a second column with the corresponding assigned sales territory. This type of data can be exported from most sales mapping services/packages and even some CRM dashboards. To import this data (this data can be called “Zip to Terr”) first open AlignMix. Click on Import. Then select the data file to import. Now all You will have to do is, drag the first column (Zip codes) to the corresponding location on the right side. Next, you import the second data column (Sales territory) to either sales territory name or sales territory ID. Click Next. And then Next again. You will see a load screen that shows the progress of the sales territory data being imported. When this is finished you will see all of your sales territories displayed on the map. If you do not have this type of data and are looking to create sales territories from scratch then this video is for you: Creating Sales Territories […]

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