While viewing the Map, you have a variety of options to change the look and ensure you are seeing all the desired information.
To access Map Layers:
- Tap on the “layers” icon on the Map navigation bar on the left
- A popup will appear will all the Map Layer toggle options
You will be able to select from any of these options:
- Objects:
This option allows you to control which Objects (Companies, People or Deals) are being plotted on the map.
In the screenshot above, only the People object is turned on causing the map to hide any Company or Deal records and to only plot the People records.
Note: Objects can also be toggled on or off using the icon selection in the Quick Filter bar
- Heat Map:
This option allows you to visualize data concentrations of Activities or Deals on the Web Map. To view Heat Maps, select the toggle on the right into the blue “on” state. This will turn on a Heat Map legend in the lower left corner
- Activity Heat Map - The Activity Heat Map will allow you to easily view where the largest concentration of Activities are being logged geographically
By default, the Activity Heat Map will display visually based on Activities logged all time for any Activity Type. To edit the criteria, select the pencil in the upper right corner of the legend
This will pop up a side panel to make edits to the Activity Heat Map Criteria (or to switch to the Deals Heat Map)
To edit the timespan, choose one of the following time spans from the dropdown:
- All Time - Includes all Activities ever logged historically
- Week - An additional dropdown will appear to select the desired week
- Month - An additional dropdown will appear to select the desired month
- Quarter - An additional dropdown will appear to select the desired quarter
- Custom - A select range field will appear to specify the desired time frame
To edit the Activity Types, use the “Include the following Activity Types” to select or
deselect Activity Types to show the desired types
- Deal Heat Map - The Deal Heat Map will allow you to easily view where concentrations of revenue from Deals exist geographically
By default, the Deal Heat Map will display visually based on Deals logged all time for any Funnel or Stage. To edit the criteria, select the pencil in the upper right corner of the legend
This will pop up a side panel to make edits to the Deals Heat Map Criteria (or to switch to the Activity Heat Map)
To edit the timespan, choose one of the following time spans from the dropdown:
- All Time - Includes all Deals ever logged historically
- Week - An additional dropdown will appear to select the desired week
- Month - An additional dropdown will appear to select the desired month
- Quarter - An additional dropdown will appear to select the desired quarter
- Custom - A select range field will appear to specify the desired time frame
To edit the Deal Funnels being displayed on the map, use the “Select Funnels” select or deselect the Funnels you would like to visualize
To edit the types of Deal Revenue based on stages being displayed on the map, use the “Select Types of Deal Revenue” check box to select or deselect the options you would like to visualize
- Closed Won - Includes all Deals that have been marked “Closed Won” in the selected Funnels
- Closed Lost - Includes all Deals that have been marked “Closed Lost” in the selected Funnels
- Gross Open Revenue - Includes all Deals in any stage that is not considered “Closed”
- Territories:
This option allows you to turn on or off the visualization of the Territory polygon shapes on the map
To learn more about creating or editing Territories, please see our Territory article here
- Traffic Lines:
This option allows you to add a layer to the Map that shows you the current traffic conditions on the Map itself, powered by Google
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