Companies, People, and Deals records can be visualized as pins on the Map or within a List View which are both accessible from the "Map" tab.
To access the Map / List View:
- Tap the “Map” icon on the bottom navigation bar to open the Map view.
2. Select the type of records you want to filter using the icons to select from Company, People, or Deals.
3. Toggle on or off the desired record you want to view.
Note: When you zoom in on a specific area, it will only display the pins in view on the map.
Swipe up from the bottom bar to the top to see the List of records displayed or view all records by tapping on “Show filtered results beyond map area”
Filters applied onto the Map will also reflect in the List View. To learn more about Filters please visit our Filter Records article
Comments
0 comments
Please sign in to leave a comment.