In Map My Customers, Maps are how you can visualize your Companies, People, and Deals as pins on a Map.
Records can be viewed as pins by either importing or manually adding your Companies, People or Deals into Map My Customers. By default, users can only see the records they have ownership of. Team Owners can use Groups or Territories to share records outside of immediate ownership with other team members. In addition to being able to view records on a Map, you can also view records in a List View.
To Access Maps:
Select "Map" at the top Navigation Bar
This section explains how to:
- Navigate the Map
- Use Filters on the Map
- Change Pin Settings
- Report using Data View
- Create Territories
- Utilize Groups
Click here to read about Maps on Mobile