Groups

In Map My Customers, Groups are the tool that can be used to segment data and share records with members of your team. 

Records can be put into groups to give sales people access to see and edit customer information. By default, users can only see what information they are the Owner of, but when a group is shared, recipients will gain access to records in that Group.

Groups can also be used to create segments of customers. You could create groups for all Companies of a certain tier, people in a specific region or deals closing this quarter. This allows for easy filtering and reporting. 

Click Here to read about Groups on Mobile

To Access Groups:

1. Select "Map" from the Navigation Bar
2. Click on Groups in the left side navigation bar (Bucket Icon) 
3. Select which type of Groups you would like to see - Companies, People, or Deals from the popup 

Creating Groups:

You can create Groups from Group Map or List View. Groups can only contain one type of Record at a time.

To create a Group on the Map: 

1. Click on Groups in the left side navigation bar (Bucket Icon) 
2. Select which type of Group (Companies, People, or Deals) you would like to create from the popup 
3. Click “Add Group” in the top right corner of the popup for the respective object
4. Enter a name for the new Group
   
   
   
   
5. Select a Group color, assign a Frequency, or share the records with an MMC user on your team directly from the pop up
6. Click the blue “Create Group” button at the bottom of the pop-up - select if you would like to: 

• • Create group only 
  • Create and select pins
    

To learn more about this option, see the “Add records to Groups” section below 

Add Records to Groups:

Once a Group is created, you can begin adding Records to it. Records can be added to Groups from both the Map and List View. To learn more about adding records to Groups via the List View, view the Using List View article here. 

To add pins to a Group through “Create and select pins” upon Group creation:

1. Follow Group creation instructions above - on step 6, choose the “Create and select pins” option from the Create Group dropdown
2. The Lasso tool will appear - use the lasso to grab pins in bulk that you would like to add to the new Group 
   
   
   
   
3. Click individual pins on the map and hit the blue “Add to Selected” button to add any records that may have been missed by the lasso (Note: Records can always be manually added to the Group after creation!)
   
   
   
   
4. Use the red remove icon in the List View on the right side of the screen or the red "Remove from selection" button to remove any records from the selected pins
   
5. Select the blue “Add to Group” button in the upper left corner of the page to successfully save adding these records to the newly created Group

To add pins to a Group through the Lasso Tool:

1. Click the Lasso icon from the toolbar on the right side of the Map
   
   
2. Use the Lasso tool to circle the desired pins for the Group
   
   
   
   
3. Click “Add / Remove” in the top left corner of the page. Select “Add to / Remove From Groups
   
   
   
   
4. Using the “Select Group(s)” dropdown, choose the Group(s) from the list that you would like to add the records to. If you would like to create a new group to add the records to, use the blue “Create new Group” hyperlink below the dropdown menu and follow the creation instructions above
   
   
   
   
5. Click the blue “Apply” button to complete the changes 

To add an individual record to a Group:

1. Select the pin on the Map that you would like to add to a Group. From the pin preview click the name of the record to open the Record View side panel or use the Quick Actions at the bottom of the preview 
   
   
   
   
2. Click into the “Groups” section to access the dropdown list of existing groups or select the "Create New Group" button to add new. Select the Group you would like to add the record to from the list
   
   
3. Click the blue “Save Changes” button to finalize the Group updates 

View, Edit, or Delete Groups:

You can view your Groups both plotted geographically on the Map or in a List View from the Map page. From Group View, you can also easily edit or delete your Groups

To view Groups:

1. Click on Groups in the left side navigation bar (Bucket Icon) 
2. Select which type of Group (Companies, People, or Deals) you would like to view from the popup 
3. Scroll through the list of groups or search for the name of the Group you would like to focus in on
   
   
4. Click the Group you would like to view. The pins in the selected Group will plot on the map in the center of the screen. A sidebar will appear with additional information about the Group as well as a List View of the records in this Group 

Note: Records will appear on the map based on the Group Color - not off of the individual record color or the color selected within Pin Settings 

To view all records not in the Group overlayed on the map, use the “Show Other Companies” toggle in the bottom left corner of the Map

To edit Group details:

1. Open the Group you would like to edit using the View Group instructions above 
2. On the sidebar on the right side of the screen, click the ellipses (three dots) button
   
   
   
3. Use the Edit Name option within the ellipses to rename the Group 
4. Use the color circle to change the Group Color
5. Click the "Share With" option to share this Group with a specific user or Team

To remove records from a Group:

1. Open the Group you would like to edit using the View Group instructions above 
2. Select the record you would like to remove from the Group on the map 
   
   
   
3. Click the red “Remove from Group” button on the pin preview 

To delete Groups:

1. Open the Group you would like to delete using the View Group instructions above 
2. On the sidebar on the right side of the screen, click the ellipses (three dots) button
3. Click the red “Delete Group” button to delete this group

Note: Deleting a Group will NOT delete the records within the Group. Deleting a Group may impact some Team Members data visibility if records as shared via Groups 

To apply a Frequency on a Group:

You can apply a Frequency on a Group to set how frequently an account should be seen. All Companies, People, or Deals in the given group will be assigned the same frequency. To learn more about applying Frequencies, read this article.