In my last post we looked at the redesigning sales territories using the alignment tool. This is probably the method you’ll use most often to create your new sales territory map.
However, there are times when you’d like to re-assign individual zip code from one territory to another. There are two ways to accomplish this when using AlignMix. We’ll go through each in details:
Using AlignMix’ Tree List to Drag Zips to New Nodes:
The tree list on the left contains all of the assignments. You can drag and drop zip code from one territory to another. AlignMix will take care of all of the behind the scenes re-calculating. You can actually re-align territories, districts and regions using the same method.
Using AlignMix’ Tree List to Drag Zips to the Map:
One of the great advantages of both methods is you don’t need to be in alignment mode to carry out the re-alignment. You can also use the search tool to quickly find the zip you’d like to re-assign – the two tools work well together.