Territory Properties

The territory properties is where you can easily change the name and ID of your sales territory and also change the sales rep assignment and district assignment. From these properties you can also lock the territory, change the color and also view a summary of all the data sets and accounts assigned to this one sales territory.

To access the territory properties, you can right click to pull up the radial tool. From the radial tool you click on the properties button that appears on the right side of the radial options. You can also hold the [Ctrl] button on the keyboard and then right click on a sales territory. This will bypass the need to access the radial tool first. This properties menu can also be viewed on a district and region map. When the territory properties appears on the screen it will show you all of the data pertaining to the territory that you have clicked on. You can confirm this by looking at the labels in the territory properties. It should say the ID and name of the territory that you have clicked on. The territory will also be outlined in a red color to show you that this is the territory that you are looking at.

If you are creating sales territories from scratch using the lasso and touch align tools then the software will default to naming each sales territory “territory 1, territory 2, territory 3” and so on. By using the territory properties, you can change the names and IDs for every sales territory. You cannot have the same ID and name represent two sales territories. Each name and ID must be unique. If you try to name a territory a name that already exists, it will show up with a red x next to the ID indicating that you cannot save this territory with this new name. You then need to rename the territory and click OK to apply the changes. You can also change the names and IDs of your sales territories by using the territory table view.

The territory properties also allows you to assign sales reps to your sales territories. If you click on the first drop-down menu you will see a full list of every sales rep that is currently in this file. The most common way for pulling in this list is via a sales rep import. You can also add sales reps manually by clicking on the plus button next to the sales rep drop-down. In this new window you can type in the name of the sales rep and then the home zip code. When you click okay, then okay again the sales rep will be assigned to this sales territory and an icon will appear in that zip code representing that sales rep. You can also use the territory table view to re-assign sales reps but the table view does not allow you to add new sales reps, you can only add new sales reps by using the territory properties or use the edit sales rep button found on the home menu.

The second drop-down menu shows you the assigned district. By default, the hierarchy is set up as sales territories are assigned to districts and districts are assigned to regions. This can be customized in the AlignMix options. The hierarchy tools are only available to AlignMix Pro users. If you have created districts they will appear in this drop-down. You can then click on a district to assign this territory to that district. You can create a new district by clicking on the plus button and then typing the ID and name of this new district. When you click ok you will see that this new district now appears in the drop-down, click ok to apply this new change. You can also create new districts by using the territory lasso tool, or by using the district map and using the touch align tool in that view.

You can also use the territory properties to change the color of the sales territory. Simply click on the button that says “color” and the territory color palette will appear. Select the color and click okay. You can also change the color of any sales territory by clicking on the recolor tool found on the home menu or by using the radial tool and clicking on the color button. One final way to change the color is to use the territory table view.

The label in part section of the territory properties allows you to move the label from the largest non-contiguous part of the territory to the second or third largest. This is an option most users use when working in the Seattle/Alaska territory. The label will typically appear in Alaska, but you can move it to appear in the Seattle portion of the territory by clicking on the “set clicked” button. That label will move to be over the Seattle area, if that’s where you initially clicked for the territory properties.

The final section of the territory properties shows a total sum of every data set that has been imported or created. These are the sums of the data sets for only this one sales territory. The bottom most section will show you a count of all the account segments that are assigned to this sales territory including any account overrides.

Leave a Comment

Your email address will not be published. Required fields are marked *

Shopping Cart
Scroll to Top