Create Records

There are four ways to add Records to your MMC account:

 1. Import:

You can add Companies, People, Deal or Activities in bulk to your Map My Customers account by running an import. You can start an import from the Settings (Gear Symbol) > Data > New Import on the left side navigation.

You can import spreadsheets from Excel, Google Sheets, your CRM or any system that can save data into a csv file. Imports to MMC must be a csv file format. For help formatting your spreadsheet to prepare for Import, refer to the Import Overview article

By default - only users in a Team Owner role can run imports into MMC. If you are a Team Owner and would like to open these permissions to additional roles - you can do so via Organization Preferences

2. Manual Input:

It is quick and easy to manually add Records on the web app

To manually add a Record:

1. Click on the "Universal (+) Button"  on the navigation bar
2. Click on the Record type you want to create
3. Fill out the Record’s information within the fields. Required fields are marked with a red asterisk symbol (*)
4. Scroll down and click “Save” at the bottom of the page

3. Lead Finder:

Our Lead Finder tool gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities by adding them as Records (Companies or People). To learn more about Lead Finder, please visit this article.

4. Native CRM Integration:

Integrations with CRMs such as Zoho, Hubspot, Salesforce or Microsoft Dynamics are one of our premium features.

To learn more information about Integration options, please reach out to our team at support@mapmycustomers.me