Groups are easiest to view from the Maps section of the app. Companies, People, and Deals Maps have a button for Groups at the top of the screen that provides access to all of your Groups.
To select Groups to view on your map:
- Tap “Maps” on the main Navigation Menu
- Select “Companies” > “Groups” to view Company Groups
- Select “People” > “Groups” to view Person Groups
- Select “Deals” > “Groups” to view Deal Groups
- Scroll up on the screen until a list of Groups appears
- Select the checkbox next to the Group name you want to view
- The map will dynamically load with only pins in that Group
To edit a Group:
- Tap “Maps” on the main Navigation Menu
- Select “Companies” > “Groups” to add a Company Group
- Select “People” > “Groups” to edit a Person Group
- Select “Deals” > “Groups” to edit a Deal Group
- Scroll up on the screen until a list of Groups appears
- Select the Pencil icon to the right of the Group name to edit the Group
To delete a Group:
- Tap “Maps” on the main Navigation Menu
- Select “Companies” > “Groups” to delete a Company Group
- Select “People” > “Groups” to delete a Person Group
- Select “Deals” > “Groups” to delete a Deal Group
- Scroll up on the screen until a list of Groups appears
- Select the Trash icon to the right of the Group name to delete the Group
- Select "Yes" when asked "Are you sure?" to confirm the deletion
Comments
0 comments
Please sign in to leave a comment.