Map View

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:

1. Click on the pin to view the Record’s name and address. An option to Add to Route is also available here
2. Click on the name to navigate to its Record View page

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: The Deals Heat Map is based on sales dollars in a given geography The general Heat Map is based on the number of pins in a given geography Use the Lasso tool to mass add pins to a Route or Group, change the pin color, or delete in bulk. Take a Screnshot 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.