Most of territory design is about assigning ZIP codes to territories. Sometimes you need to do the opposite and pull them back out. Maybe you’re carving a territory down to size, clearing an area to redraw it, or stripping out a region you don’t actually cover. Un-assigning is the quiet other half of alignment, and AlignMix makes it just as quick as assigning.
How to Un-assign ZIP Codes
Use the Touch Align tool and right-click as you sweep, and the ZIP codes and accounts you pass over come out of their territory. For a bigger area, the lasso tool lets you select a whole region and un-assign it in one move. Either way, those ZIPs go back to being unassigned, ready to hand to a different territory or leave open while you rethink the design.
Watch: Un-assigning ZIP Codes
When You’d Un-assign
A few situations call for it. You’re shrinking an overloaded territory and want to clear the excess before redistributing it. You’re redrawing a messy area and it’s cleaner to wipe it and start fresh. Or you’ve realized a stretch of the map, a region you don’t sell into, an area a partner covers, shouldn’t be assigned to anyone at all.
One thing to watch afterward: un-assigning leaves holes in your coverage, which is fine mid-design but not something to ship. When you’re done, the Clean Alignment tool fills any ZIPs you meant to keep back into the nearest territory, so you don’t accidentally leave a gap that routes a lead nowhere.
Frequently Asked Questions
How do I remove a ZIP code from a territory in AlignMix?
Use Touch Align and right-click as you sweep over the ZIPs, or lasso a larger area, to un-assign those ZIP codes and their accounts.
What happens to un-assigned ZIP codes?
They become unassigned again, ready to hand to another territory or leave open. Remember to fill any intended gaps before you finish, using the Clean Alignment tool.
Can I un-assign accounts too?
Yes. The same tools pull accounts out of a territory along with the ZIP codes you select.
Assign and un-assign with the same quick tools. Try AlignMix free or book a demo.