Thank you for selecting Map My Customers! We’re so excited for you to dive in and explore the sales tool built to simplify your day-to-day so you can:
Visualize your customers on a map:
Manage your daily tasks with activities
Create optimized routes to customers
Keep on top of your deal funnel
And get insight into your team’s performance with reports
Are you new to CRMs (Customer Relationship Management tools) or just want to learn more about the different types of records in Map My Customers? Check out our breakdown of how data is organized in Map My Customers.
Have a team, or want to invite other users to the platform? Check out Organization Management to learn how to get the application set up for you and your team to be most successful. You don’t need to set up more users right away though!
In case you want to add more fields (usually industry-specific or process-specific fields), you can do so using Custom Fields. There is no limit to the number of custom fields, and you can always export your data.
You can review the Web App Support section of Knowledge Base or the Mobile App Support section, which respectively cover all of the features of Map My Customers. As you use the platform you will probably want to return to these to make sure that you're getting the most out of your subscription!
You can also reach out to our support team at any time, by either sending an email to firstname.lastname@example.org or hitting the chat button right from the application.
In order to hit the ground running, take a moment to explore our Onboarding page. Here, you can access helpful video and support content without leaving the app. If you’re new to Map My Customers, this is the first page you’ll land on after registering.
If you’ve already closed out of onboarding, you can always access it from the dashboard.
To access Onboarding from the Dashboard:
- Navigate to the dashboard by clicking on the logo in the top left corner
- Scroll down to the bottom right
- Click on “Show Onboarding Guide” just below the Activity Overview chart