Map View allows you to view your Companies, People, and Deals as pins on a Map. Three distinct Maps are available so you can organize your pins by Record type: Companies Map, People Map, and Deals Map.
To access Maps, click on "Maps" from the Main Navigation Menu.
To see details for a pin:
- Click on the pin to view the Record’s name and address.
- Click “Preview” to open up the Records details in the sidebar pop up
Map View Features:
A vertical menu on the right side of the Map provides links to Heat Map, Lasso tool, Screenshot, and Traffic Overlay.
We offer two types of Heat Maps:
Use the Lasso tool to mass add pins to a Route or Group, change the pin color, or delete in bulk.
Take a Screenshot of your Map to share with your team or print for offline viewing.
View the Traffic Overlay to visualize the current traffic situation surrounding your pins.
A Circle Map is available exclusively for Deals. A deal is represented by a circle. The size of the circle reflects the size of the deal, while the color depicts the stage.