To access your records:
- Go to the "Map" tab at the top navigation bar.
- Tap on a pin.
You’ll see preview details of the record and quick actions available to interact with.
- Quick edit
- Get Directions
Note: Standard and Custom Fields can be customized to be included in the Pin Preview i.e. quickly view YTD Sales custom field information in one click of the pin. To learn more about customization Pin Previews on web, please visit our List view article
To view more details of the record:
- Click the name of the Company, Person, or Deal record
- This will open a panel from the right-hand side of the map
There are five different tabs on the Record view:
- Standard fields
- Address details
- Custom fields
- View all activities
- Related Records - Parent / Child Companies, People, Deals
- Groups or Routes assigned to this record
- View all Notes
- View all uploaded files
To read more about how to view and edit records from the list view, please visit our List view article