Map Layers

While viewing the Map, you have various options to change the look and ensure you see all the desired information.

To access Map Layers:

1. Tap on the “layers” icon on the Map navigation bar on the left 
2. A popup will appear will all the Map Layer toggle options 

You will be able to select from any of these options:

1. 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 only plot the People records. 

Note: Objects can also be toggled on or off using the icon selection in the Quick Filter bar

2. Alerts

Pin badges and alerts allow you to visually see which records need attention (based on whether they have an overdue activity, are out of cadence, or have an upcoming activity soon).

If you would like to know what each alert color represents, click the bottom map key and enable Alerts

3. User Locations

You will be able to pull up a full history of where a rep has been over a pre-selected time period (default: 24 hours).

To access User Location:

1. Click the User Location option at the bottom toolbar

2. Toggle on the User Location feature
3. Click on the user you would like to track

Note: User Location can only be enabled by the administrator, and team members will only see their own location.

To see If the user has checked in to any accounts/contacts along the way, you can see that out in the history view.

4. Heat Map: 

This option allows you to visualize data concentrations of Activities or Deals on the Web Map.

To access Heat Map:

1. Click the heat map icon at the bottom toolbar

2. Toggle on the Heat Map feature.

1. 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 

2. Deal Heat Map - The Deal Heat Map will allow you to easily view where revenue concentrations 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” 

5. 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 

6. 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.