In Map My Customers, Maps are how you can visualize your Companies, People and Deals as pins on a Map.
Records can be populated as pins by either importing on the web app or manually adding your Companies, People or Deals into Map My Customers. Address information is required for a record to appear on the map.
By default, users can only see the records they own. Team Owners can use Groups or Territories to share records with other team members.
You can also view records in a List View.
To access Maps:
- Open the Map My Customers app on your mobile phone
- Tap “Maps” on the bottom Navigation Menu
This section explains how to:
- Get around the Map
- Use List View
- Apply Filters
- Create and access Groups
- And more!
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