Use our platform to organize your Companies so you can create optimized Routes and better visualize your customers. Companies are viewable in classic Map View, List View or as Groups.
You can associate Companies with other Records, add them to Groups and create Territories around them that can be assigned to Reps.
Company Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.
- Company name
- Phone number
- Pin color
- Email address
- # of employees
- Annual revenue
- Parent Company
To add a Company in Map My Customers:
- Click the Universal Add " +" button in the top right of the menu
- Select "Add Company"
- Fill out the desired fields
- Click "Create Company" to finish creating the record
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