Getting Around the Web

On every page of the Web Application, the navigation bar will allow you to get where you need to go. It has links to get everywhere else in the application.

To Navigate around the Web:

Click the logo in the top left to go back to the Home Screen 

Click   (Map) to use the different mapping tools to visualize your information

Click   (Plan) to plan future activities, routes, or create groups to segment your records

Click  (Records) to see lists of your Companies, People and Deals

Click  (Manage) to add team members or import information from a spreadsheet

Click  (Reports) to export information from Map My Customers into a .csv file

Use the Search bar to find Companies, People and Deals or search for keywords within records

Click (Plus Icon) to quickly add a Company, Person, Deal or Activity

Click  (Gear Icon) to make changes to your account information or other system settings

Click the User Icon in the top right to open options to change your password, manage your subscription, get product updates or support, and to Logout