Getting around the Map

Map View allows you to view your Companies, People, and Deals as pins on a Map. You can filter the map by selecting a variety of filters and layouts that will help you segment and effectively visualize your accounts.

To access Maps:

1. Click on “Map” at the top of the Navigation menu
2. Select the type of records you want to view using the icons to choose from Company, People, and/or Deals. Toggle on or off the desired record types

Concentrations of data will be represented by the number of data points in that area inside a circle. To open up the concentrations, zoom all the way into the Map or click on the circle icon with numbers to take you directly to where those records live

Note: When you zoom in on a specific area, it will only display the pins in view on the map.

To access Records in view list:

1. Click on “Open List” at the top right
   
   
2. This will open a panel from the right-hand side of the screen with a list of all records currently displayed
   
   
3. Click on the records you want to view

To learn more about how to view or edit records from the map, visit this article