It can be overwhelming to see all of your Companies, People, and Deals displayed as pins at once. Using Filters in Map View helps you to visualize only the pins most relevant to you at the moment.
To Access Filtering via Map View:
- Click "Map" in the Navigation Menu. Here you will see all the filtering options at the top of the Map page
Filters are divided into two categories: Quick filters and Standard filters
Note: If you want to layer the map by entities, click on the colorful filter button on top of the page
Quick filters are located at the top of the Map page. These Filters can be applied with one singular click and allow you to customize the Filter right from the dropdown easily
- Nearby: Filter records within a specific mile range near you
- No contact in: Filter records that have no Activity logged for a specified period of time
- Cadence Status: Filter records by their cadence status or identify which ones do not have a cadence assigned
- Added in the past: Filter the records that have been created in MMC over a specified period of time
- Next Activity: Filter records with upcoming Activities
- Deal Status (For Deal records only): Filter Deals with a rotting status
To Filter records by a specific field:
- Click on “Filters” in the upper left corner
- Select a filter type:
Universal filters: Filter by non-object specific fields such as Date created, Location, Owner, and more
Company filters: Filter by Company related fields such as Name, Parent Company, Address, or Custom fields
Person Filters: Filter by People related fields such as Company associated, First or Last name
Deal Filters: Filter by Deal related fields such as Funnel, Deal stage, or Relationship - Select the desired field from the Filter type. Filters can be layered on top of one another to focus down into the most important information.
- The filter will then be automatically applied to the map
To learn more about Saved filters, visit this article
To remove a Filter:
- Navigate to “Applied Filters”
- Click on the “” next to the filter name
- The filter will be removed from the list under the “Applied Filters” section
Comments
0 comments
Please sign in to leave a comment.